Financial Planning
HARRISON WORLEY  |  THURSDAY, 24 MAY 2018   12:58PM
Financial adviser review service Adviser Ratings is anticipating an adviser exodus over the next five years, as scrutiny on the advice industry changes the landscape.
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Wealth manager reviews software provider
JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation.
Netwealth affirms value of financial literacy
HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
Netwealth sponsored financial literacy program Banqer has partnered with 150 schools to deliver financial education to Australian children.
Poor SoAs hindering advice process
JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
There is growing concern that a lack of clear and consistent templates for Statement of Advice documents is potentially causing financial advice clients to sign off on advice they don't actually understand.
New partnership to simplify estate planning
JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills.
Fiducian acquires $35m planning business
ALEX BURKE  |  MONDAY, 21 MAY 2018
ASX-listed financial planning group Fiducian has acquired a practice with $35 million in funds under advice.
Advisers struggling with SMSF diversification
JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Only one in five financial advisers consider clients' self-managed superannuation funds to be well diversified.
Managed accounts aid adviser time management
JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Financial advisers using managed accounts are saving an average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends.
More adviser participation needed to shape ethics code
JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
Financial advisers must consult on the draft code of ethics as it contains vague standards the industry has never previously been required to adhere to.
ASIC consults on advice code monitoring bodies
JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
ASIC released its consultation paper detailing proposals for approving and supervising compliance schemes for the incoming code of ethics that all financial advisers must adhere to.
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