FPA Award winners and top performers recognised at FPA Congress

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2016 FPA Awards and the latest winner of the Gwen Fletcher Memorial Award at the opening keynote... Read more continue reading

Meridian Wealth Management young gun named Associate Financial Planner of the Year

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Melbourne-based financial services firm Meridian Wealth Management is celebrating the news that 26-year old Financial Advisor Cody Harmon has been awarded the Financial Planning Association (FPA) Associate Financial Planner of... Read more continue reading

What does the next gen of advisers have to offer?

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One of the biggest challenges currently facing the financial profession is age. Not the age of clients – with retiring baby boomers predicted to contribute to 32 percent growth in... Read more continue reading

New tough approach to licensing

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ASIC is now taking a tougher approach on AFS and ACL licence applications – they’re refusing to accept applications for lodgement if they don’t contain all the required material and... Read more continue reading

Ground-breaking research shows that ‘entitlement’ is key corporate culture killer

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Employee focus on individual needs at the expense of collaborative achievement is the single biggest handbrake on organizational performance, according to analysis of more than one billion pieces of research... Read more continue reading

What are your crunch points for pressure?

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Pressure! Some people hate it. Other people thrive on it. We all react to pressure differently and have different levels of pressure we can cope with. There’s no doubt that... Read more continue reading

Ignition Wealth survey to gather advisers’ data needs

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Ignition Wealth Head of Sales and Marketing, Richard Liverpool has initiated a series of Ignition Wealth Surveys, seeking to delve deeper into the financial technology needs of Australian financial professionals.... Read more continue reading

Consultum announces 2016 award winners

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Consultum Financial Advisers (Consultum) has recognised the work of advisers within its network, presenting several awards at its recent annual conference in Vietnam. Accepting the highest individual award, ‘Adviser of... Read more continue reading

Upheaval and opportunity; Vanguard Global Adviser Survey reveals optimism in spite of common obstacles

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Despite grappling with global challenges like moving to a transparent fee-for-service model and greater regulation, financial advisers across the globe told a recent Vanguard study they were largely optimistic about the future... Read more continue reading

Deborah Kent awarded Woman of the Year

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At Money Management’s Women in Financial Services Awards held last night in Sydney, Association of Financial Advisers (AFA) Treasurer and immediate Past President, Deborah Kent, was recognised as the pre-eminent... Read more continue reading