KANIKA SOOD  |  FRIDAY, 17 JAN 2020   12:24PM
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
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Why women struggle in financial advice
ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry.
Bank of Mum and Dad forking out serious dosh
ALLY SELBY  |  TUESDAY, 14 JAN 2020
More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend.
FPA supports tightening insurance claims
ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services.
ASIC claims to support robo-advice
ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
In a submission to the Select Committee on Financial Technology and Regulatory Technology, ASIC has claimed it is "supportive" of robo-advice, though harbours concerns around its ability to meet the best interests duty.
Advice group partners with new platform
JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
An ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm.
ASIC bans former Charter, NAB adviser
KANIKA SOOD  |  WEDNESDAY, 8 JAN 2020
A financial adviser who worked for AMP's Charter Financial Planning and NAB's GWM Adviser Services has been handed a four-year ban after the regulator reviewed a sample of his client files.
FPA offers pro bono support to bushfire victims
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The Financial Planning Association of Australia is establishing a pro bono program where members can volunteer their time to help Australians impacted by the ongoing bushfire crisis.
$3.3 billion fall in retail managed funds
ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
The once-off transfer of StatePlus' Master Fund businesses worth $18.6 billion out of retail funds to First State Super has had a significant impact on the retail market, according to Plan For Life Actuaries.
Sophistication: More than money
ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
Under the FASEA Code of Ethics the amount of money an individual has to invest can no longer be relied upon to determine whether they are a sophisticated investor or not.
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