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Financial Planning

Development, not cash, job market motivator

ELISE BURGESS  |  FRIDAY, 19 AUG 2011
Cash incentives are not enough in today's financial industry workplace, with long term career development now the top spot on finance candidates wish lists.

AFA appoints COO

RACHEL DAVIS  |  FRIDAY, 19 AUG 2011
The Association of Financial Advisers (AFA) has appointed Phil Anderson to the newly created role of Chief Operating Officer (COO).

Customisable, original, scalable, networked: the next advice paradigm

ALEX DUNNIN  |  FRIDAY, 19 AUG 2011
The next wave of advisory firms will be provide clients with customisable advice that is original, scalable and network connected, say US advice industry researchers.

...AMP planner numbers on the increase

ELISE BURGESS  |  THURSDAY, 18 AUG 2011
Despite industry talk that advisers were deserting, AMP Financial Planning adviser numbers are stronger than ever, while the majority of AXA advisers have pledged commitment to the brand.

AMP fin svcs results reflect overall growth...

ELISE BURGESS  |  THURSDAY, 18 AUG 2011
Despite what continues to be a volatile market, AMP half yearly results reflect good growth in adviser numbers, banking, risk insurance and sales of key wealth management products such as Flexible Super and North.

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm.

FS Advice launched

RACHEL DAVIS  |  WEDNESDAY, 17 AUG 2011
The new look Australian Journal of Financial Planning, now called FS Advice, has been launched at the Rainmaker Advisers Big Day Out in Terrigal, on the NSW central coast.

Count Financial powers ahead with large profit, juicy dividend

ALISON BEVEGE  |  TUESDAY, 16 AUG 2011
Financial planning group Count Financial has issued earnings guidance showing profits more than doubled, thanks to the float of professional services firm Countplus in December.

Black swans test strength of portfolio construction

ALISON BEVEGE  |  MONDAY, 15 AUG 2011
Black swan events occur much more frequently than modeling predicts, a seminar heard on Friday, so portfolios need to be designed to withstand unpredictable turbulence.

Advisers prep for 'back-to-basics' investing

ELISE BURGESS  |  MONDAY, 15 AUG 2011
A return to safe investments and investor aversion to risk is predicted following recent market fluctuations, but advisers are firm that strong planning principles remain the same.