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Financial Planning

Financial advisers raise bar in quest to succeed

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
The calibre of financial advisers in Australia continues to improve, according to research that draws from 10 years' worth of data on how leading advice practices in the country operate.

Importance of company culture overlooked

MARK SMITH  |  MONDAY, 29 OCT 2012
The importance of creating a strong business culture with core values at its centre is too often overlooked by financial services companies, according to Kim Payne, managing director of Experience Wealth Consulting.

Advisers force life premiums down

MARK SMITH  |  WEDNESDAY, 17 OCT 2012
Financial advisers are the driving force behind falling premium rates on life cover products, according to ClearView's Clive Levinthal.

Accountants to deliver advice under new regime

LINDA HAUSKEN  |  MONDAY, 15 OCT 2012
Approximately 75% of accountants who took part in an MLC survey plans to deliver advice to their clients under the new proposed licensing regime.

AFA names finalists for the Adviser of the Year Award

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
The Association of Financial Advisers (AFA) has named the six finalists of the association's prestigious 2012 AFA Adviser of the Year Award.

AFA names Female Excellence in Advice finalists

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
The Association of Financial Advisers (AFA), in conjunction with TAL Life, has named the six finalist of this year's 2012 Female Excellence in Advice Award.

Non-aligned advisers driving new platforms

ALEX DUNNIN  |  THURSDAY, 11 OCT 2012
There are now an estimated 5,300 non-aligned financial advisers in Australia, a figure that has been revised upwards by Rainmaker in response to recent takeovers and expanding research coverage.

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
Under the Future of Financial Advice opt-in and fee disclosure reforms, many advisers may struggle to offer a strong value proposition to their clients, according to an industry expert.

Paragem signs ex-Securitor practice

BEN COLLINS  |  WEDNESDAY, 3 OCT 2012
Independent Australian Financial Services License (AFSL) provider Paragem has signed Ford + Scott Financial Planning Pty Ltd, after the Tasmanian-based business resigned from Westpac's Securitor AFSL.

AFA names Rising Star finalists

LINDA HAUSKEN  |  WEDNESDAY, 3 OCT 2012
The Association of Financial Advisers has named the five finalists in the 2012 Rising Star of the Year Award.