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Financial Planning

Women behind in financial wellness survey

ALEX BURKE  |  TUESDAY, 20 SEP 2016
Women are "overrepresented" in low financial wellness indices, according to Workplace Super Specialists Australia research.

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients.

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The financial planning industry and financial advisers have largely welcomed the federal government's decision to drop the $500,000 non-concessional cap but argue changes to the system need to stop.

Pilot, surgeon and soccer coach join FPA line up

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The Financial Planning Association has announced the full line up of speakers ahead of the 2016 FPA Professionals Congress in Perth later this year.

Advice clients need greater clarity on fees: survey

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
Financial advisers consistently misjudge their clients' understanding of advisory fee structures, thereby harming their own businesses, according to an industry survey.

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes.

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award.

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
Financial advice professionals can improve the already enormous role they can play in alleviating the emotional stress and administrative burden of helping people into managed aged care by forming relationships directly with care facilities in their ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
Queensland based Infocus Wealth Management has launched a national masterclass, which focuses on client engagement and the delivery of quality advice.

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
The Association of Financial Advisers has revealed its seven plenary keynote speakers, with just 26 days until the National Adviser Conference kicks off.