Financial Planning
JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018   12:58PM
Financial planners with smaller risk insurance books are looking to offload them now, save waiting for Commissioner Kenneth Hayne's final report.
More news
Responsible investing rises on advice agenda
DARREN SNYDER  |  THURSDAY, 13 DEC 2018
The proportion of financial advisers who advise on responsible investing has almost doubled in the past two years, the latest industry survey reveals.
FASEA to assess professional advice designations
JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
Financial advice industry associations can now apply to FASEA for accreditation for their respective professional designation programs.
FPA reviews disciplinary regulations
JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019.
$300k makes advice worthwhile: Research
KARREN VERGARA  |  MONDAY, 10 DEC 2018
Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice.
Advice firm runs rule over Labor policy
DARREN SNYDER  |  FRIDAY, 7 DEC 2018
A prominent financial advice group suggests Labor's proposals on negative gearing, capital gains tax and dividend imputation all need a closer look heading into an election year.
New initiatives ready advisers for the future
JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
Two new joint ventures and an innovative study hub aim to help financial advisers overcome the challenges they face in the wake of the Royal Commission, meeting new education standards and the growing demand for aged care advice.
Fiducian acquires Perth financial planning firm
KANIKA SOOD  |  MONDAY, 3 DEC 2018
The ASX-listed wealth and advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money.
FASEA exam is not fair: Spot poll
KARREN VERGARA  |  MONDAY, 3 DEC 2018
The compulsory financial adviser and curriculum examination has been branded as unfair, according to Financial Standard's latest online survey.
HUB24 secures bespoke platform mandate
JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
HUB24 is delivering a custom platform solution to the national adviser network of a 115-year-old wealth management business.
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