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Financial Planning

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
The AFA awarded the 2015 Adviser of the Year and Practice of the Year at the gala dinner on the last night of its national conference in Cairns.

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
Sometimes you need to refuse certain clients to grow your business.

The social benefits of advice

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
The true value of financial advice lies in its social and emotional benefits, according to Effortless Engagement owner Dean Lombardo.

Not this year

BENJAMIN ONG  |  WEDNESDAY, 28 OCT 2015
While financial markets have stabilised, last week's policy surprise announcements from the ECB and the PBOC - a potential BOJ surprise this coming Friday would no longer be surprise - provide a just-in-time reminder that all's not well in the world ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
NAB's Sharon Walker has won the 2015 AFA Female Excellence in Advice Award.

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
The Association of Financial Advisers (AFA) has given out the 2015 AFA Excellence in Education Award and the Michael Murphy Award.

Link to list on the ASX today

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
The largest IPO of the year is set to launch later today, when Link Group lists on the Australian Securities Exchange (ASX).

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
HUB24 will provide investment and superannuation platform services to an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice.

Hotel California

BENJAMIN ONG  |  TUESDAY, 27 OCT 2015
A dovish statement from the Fed could weaken the US dollar - i.e. strengthen the euro and the yen and other currencies - necessitating even more stimulus from other central banks and then we go round and round "like a circle in a spiral, like a wheel ...

Standing up for risk advisers

ALEX GAMBOTTO-BURKE  |  MONDAY, 26 OCT 2015
The Association of Financial Advisers remained a part of the Life Insurance Framework discussions to avoid a "lottery" in the Senate, according to chief executive Brad Fox.