KARREN VERGARA  |  THURSDAY, 22 JUN 2017   12:41PM
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement.
More news
Location, location, location: the key to retirement
JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
The Apple Isle is calling for those wanting to make the most of their retirement, according to the latest insight from Milliman.
Sequoia announces acquisition
KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac.
Advisers boost ethical investments
KARREN VERGARA  |  TUESDAY, 20 JUN 2017
A niche group of financial advisers have collectively boosted their ethically screened investments to $1.2 billion over the past year.
FSU calls out NAB for lack of standards
JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
Any compliance breaches made by NAB Financial Planning around the incorrect witnessing of Beneficiary Nomination forms prior to 31 May 2017 should not be included in the new conduct background check protocol.
Wealth firm lists on ASX with $7.3m IPO
ALEX BURKE  |  TUESDAY, 20 JUN 2017
A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share.
Age Pension changes looming
KARREN VERGARA  |  FRIDAY, 16 JUN 2017
Financial advisers should be mindful of important changes to the Age Pension effective July 1.
Robo-advisers expected to meet fiduciary rule
ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
Robo-advisers in the US will be subject to the same fiduciary obligations as regular human advisers, the US Securities and Exchange Commission has said.
CBA advice compensation reaches $29m
ALEX BURKE  |  THURSDAY, 15 JUN 2017
The amount of compensation offered to Commonwealth Bank financial planning customers has reached $29 million, according to the seventh and final Promontory report into the Open Advice Review Program.
Greater adoption of tech in new world of advice
JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
Advisers are allocating more of their annual budgets to fund technology solutions, with about three-quarters of advisers planning to spend and invest more in advice and financial planning technologies over the next 12 months.
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