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Financial Planning

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.

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.