ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019   11:49AM
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice.
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Subscription advice brings in US $1 billion
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
Since introducing subscription-based pricing at the end of March, Charles Schwab's Intelligent Portfolios Premium has added US $1 billion in new assets under management.
HUB24 launches white label SMA
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
HUB24 has partnered with a fund manager with more than $2 billion in assets under a managed account structure to launch a new SMA solution.
FASEA exam was fair: Poll
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
Less than a third of the financial advisers surveyed in Financial Standard's spot poll found the inaugural FASEA exam questions difficult, while the majority said it was reasonable.
Advisers struggle with untapped SMSF market
KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low.
Former financial adviser jailed
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
A former financial adviser who used $5 million in client funds to prop up his own business, pay off his credit cards and gamble has been jailed.
Remembering Ron Grima
JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
Known for his unwavering support of financial advisers, respected business development veteran Ron Grima passed away on July 2 after a short battle with motor neurone disease.
Scaled advice tools on the rise
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years.
Boutique advice firms merge
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Two Sydney-based boutique financial advice firms have merged operations.
Shadforth signs new tech partner
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
Shadforth Financial Group has signed a new partner to provide third-party clearing and settlement services.
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