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Financial Planning

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
GCA Financial's Erin Truscott has been named this year's AFA Rising Star in a ceremony at the industry association's annual conference in the nation's capital.

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Senior figures at the AFA have urged delegates at this year's conference to meet the challenges posed by legislation with the collaborative, can-do attitude that has always defined the association's annual meeting.

Howard: Bank scrutiny "strange"

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The scrutiny of Australia's big four banks has been labelled "strange" by former Prime Minister John Howard, who heralded the institutions as one of four pillars that guided Australia through the Global Financial Crisis.

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
In the evermore complex world of financial advice, trying to be a jack-of-all-trades could be hurting your business.

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
AMP is launching a new financial advice business with 11 branded practices throughout Australia.

Future of advice to be shaped by the customer

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
The future of financial advice and happy medium between digital and face to face advice will be determined by the customer, according to general manager of advice partnerships at National Australia Bank, Ross Barnwell.

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
The Financial Planning Association of Australia is calling on universities and other education providers to develop new programs ahead of the looming professional standards deadline.

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
National Australia Bank revealed it has paid a total of $6.5 million to 251 customers since February 2015 after settling their claims for compensation.

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
A dealer group executive believes the clock is ticking for advisers at institutional licensees as another bank-owned advice service announced it was exiting the industry this week.

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
Two of Australia's eminent financial advice businesses are expected to merge by the end of November.