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Financial Planning

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
Platinum Asset Management, together with the Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced.

Adapt clients to slower global growth: PIMCO

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The global economy is likely to experience a period of slow growth that will last from two to five years, PIMCO head of Global Product Management David Fisher said.

Advisers should engage clients on health

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The Australian National Preventative Health Organisation has thrown down the gauntlet, challenging advisers to develop ways of engaging clients on preventable health issues such as heart disease and diabetes.

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
Jenny Brown from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award.

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Advisers should tailor their communication strategies to suit the needs of each generation, but in the age of internet, face to face meetings are still the clients' preferred system to communicate with advisers.

Premium appoints Ibbotson as asset consultant

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
Dealer group Premium Wealth Management has appointed Morningstar's Ibbotson Associates Australia Limited as its dedicated consultant.

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Clients prefer face to face interaction, like long statements of advice, want to receive financial advice and are willing to trust their advisers.

Read the rules, says ASIC

MARK SMITH  |  TUESDAY, 15 OCT 2013
ASIC deputy chairman Peter Kell reassured advisers at the AFA conference that the FoFA best interest duty is not as strict as people think.

In search of more female advisers

LAURA MILLAN  |  MONDAY, 14 OCT 2013
There are too few female financial advisers and the AFA national conference is canvassing ways to do something about it.

Registrations open for 'Your best interests'

MARK SMITH  |  MONDAY, 14 OCT 2013
Registrations are open for advisers willing to participate in the AFA's latest initiative to promote financial advice to the Australian public.