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Financial Planning

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
WT Financial Group (WTL) EBITDA jumped to $3.92 million for FY22 from just $36,000 in FY21, driven by its recent acquisitions.

KPMG proposes tax offset, reform to boost gender equality

ANDREW MCKEAN  |  TUESDAY, 27 SEP 2022
KPMG has proposed a Carers' Income Tax Offset (CARITO) as part of a wider effort to properly value time dedicated to unpaid work.

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference.

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Amie Baker of Rekab Advice has taken out the gong, now in its 10th year.

Time to throw out the antiquated lifetime annuity mindset

ANDREW MCKEAN  |  FRIDAY, 23 SEP 2022
Lifetime annuities have often been set and forget products - very stable, very predictable and linked to one asset with total inflexibility - but that's completely changed, Generation Life chief executive Grant Hackett said.

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
Michelle Levy recounted hearing feedback on the Quality of Advice Review (QAR) for the first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
Padua Solutions co-founder and co-chief executive Anne-Marie Esler explained to the audience at the Association of Financial Advisers' (AFA) 'Thrive' conference that there are four key challenges facing the financial services industry.

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
On day two of the Association of Financial Advisers' Thrive Conference, Kaplan Professional chief executive Brian Knight said there's plenty of statements being thrown around about education, often without a lot of data behind them.

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Quality of Advice Review chair Michelle Levy believes providing financial advice with a focus on best interests duty and duty of priority is doing things the wrong way.

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Association of Financial Advisers (AFA) chief executive Phil Anderson believes this year may finally be one of positive change.