KARREN VERGARA  |  FRIDAY, 21 APR 2017   12:37PM
Nominations for the Asteron Life and the Association of Financial Advisers' annual Excellence in Education Award are now open.
More news
Advice dealer group hires state manager
KARREN VERGARA  |  THURSDAY, 20 APR 2017   12:36PM
An advice dealer group is welcoming a former AMP advice manager to head its Queensland business as part of the boutique firm's expansion strategy.
Challenger launches advice tool as reforms loom
JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017   11:52AM
As the 1 July deadline looms, an initiative from Challenger will make it easier for financial advisers to service clients and manage their retirement income needs.
Investment group takes majority stake in global advice firm
ALEX BURKE  |  THURSDAY, 20 APR 2017   11:47AM
An investment consortium will acquire a majority stake in international advice network Focus Financial, which recently acquired a Brisbane advice firm with MW Lomax and has expressed further plans for its Australian expansion.
Fitzpatricks strengthens Victorian advice presence
JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017   11:46AM
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne practices.
AFA launches female excellence in advice award
EMMA RAPAPORT  |  TUESDAY, 18 APR 2017   12:03PM
The Association of Financial Advisers will again celebrate the significant contribution made by female advisers to the profession, the community and clients with the launch of the Female Excellence in Advice Award.
Wealth management firm expands
EMMA RAPAPORT  |  THURSDAY, 13 APR 2017   12:49PM
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe.
FSC launches draft APL standard for risk advice
ALEX BURKE  |  THURSDAY, 13 APR 2017   12:25PM
The FSC is debuting its draft life insurer approved product list standard, the final version of which will become mandatory for all members.
Fintech apps disrupt advice model
KARREN VERGARA  |  WEDNESDAY, 12 APR 2017   12:38PM
Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found.
CGT top of adviser minds
KARREN VERGARA  |  TUESDAY, 11 APR 2017   12:20PM
Capital gains tax is the fastest growing adviser query ahead of the 1 July changes to superannuation, according to the BT Advice Technical team.
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