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Financial Planning

New business targets investors' bad habits

JAMES FERNYHOUGH  |  TUESDAY, 6 MAY 2014
As the number of individual investors skyrockets with the growth of the self-managed super fund (SMSF) sector, a new business is about to be launched which aims to help investors overcome bad psychological habits.

New reports to stir financial planning perfect storm

LAURA MILLAN  |  MONDAY, 5 MAY 2014
New information about the sales-driven culture inside the Commonwealth Bank's financial planning unit has prompted the Financial Planning Association (FPA) to leap to advisers' defense.

Poll shows low esteem for financial advisers

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
Almost 70% of people aged between 35 and 55 do not think they would have benefitted from professional financial advice, a survey conducted by REST Industry Super has found.

FPA creates Gwen Fletcher Memorial Award

LAURA MILLAN  |  MONDAY, 5 MAY 2014
The Financial Planning Association (FPA) will recognise the highest achieving student in the CFP Certification Program each semester with the newly-created Gwen Fletcher Memorial Award.

YBR adds 13 branches to its network

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
Yellow Brick Road (YBR) has increased its distribution footprint to 197 branches across Australia, with 13 new additions in the first quarter of 2014.

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
Soft skills and the ability to enthuse clients are more important than the value of the advice service during the first stages of the financial planning process.

AMP's ipac Financial Planning wins group of the year award

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
AMP-owned ipac Financial Planning has won CoreData's 2013 Advisory Group of the Year Award.

Nominations open for AFA Excellence in Education Award

STAFF WRITER  |  TUESDAY, 29 APR 2014
The Association of Financial Advisers (AFA) is calling for nominations for the seventh AFA Excellence in Education Award, which will be presented in October at the AFA National Conference in Cairns.

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
Platforms are spending almost half of their development budget on regulatory compliance, the Investment Trends 2013 Platform Report found.

FoFA amendments undermine confidence in advisers: Shorten

LAURA MILLAN  |  MONDAY, 28 APR 2014
The Opposition Leader Bill Shorten said that the government's proposed amendments to the Future of Financial Advice (FoFA) legislation undermine confidence in financial advisers.