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Financial Planning

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
At the opening of the Association of Financial Advisers' Thrive conference, AFA president Sam Perera expressed an extremely optimistic outlook about the advice industry's future.

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast.

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
Assistant treasurer and minister for financial services Stephen Jones has told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector.

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
New research has measured the progress made towards achieving recognised professional status within the Australian financial advice sector.

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium.

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year.

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
New analysis of financial adviser numbers speculates as to how big the industry might be in 20 years' time, presenting a range of scenarios - including a world in which there might be no advisers left.

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
In opening the Financial Standard Managed Accounts Forum, MLC head of investment consulting (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs.

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched.

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL.