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Financial Planning
ELIZABETH MCARTHUR  |  FRIDAY, 22 JAN 2021   11:57AM
The Australian Financial Complaints Authority has been forced into a rule change regarding its jurisdiction over authorised representatives after a court decision.
More news
TAL continues successful FASEA course
ELIZABETH MCARTHUR  |  THURSDAY, 21 JAN 2021
Life insurer TAL has launched another round of its FASEA exam masterclass, which aims to prep financial advisers for the exam.
ASIC bans former IOOF, MLC adviser
ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
A former financial adviser was banned after it was revealed he was not adequately trained, despite working in the industry for nearly 15 years.
Hume advocates for affordable advice
KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
The federal government is driving hard the importance of accessing quality, affordable financial advice.
Fidelity enters UK advice market
ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
Fidelity International has launched a new restricted advice service, Fidelity Wealth Management, in the UK with five advisers and another six on the way.
Six Park launches ESG options
ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm.
AMP adviser numbers shrivel
ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
The number of financial advisers licensed by AMP dropped dramatically in 2020, with the institution no longer the largest AFSL in the country by number of advisers.
The barriers to limited advice: Licensees
ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
The increasing cost of delivering financial advice coupled with lack of guidance and strategy documents are the major barriers to limited financial advice, according to licensees.
FASEA urges advisers to maximise exam sittings
ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
With the window to complete the FASEA exam narrowing, financial advisers are being urged to maximise the number of attempts they make.
Retiree strategies need greater attention: Research
ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
Traditional portfolio construction needs to change to provide for the needs of retiree clients, new research shows.
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