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Financial Planning
KARREN VERGARA  |  FRIDAY, 4 DEC 2020   12:34PM
A comprehensive study of the UK's retail financial advice industry found that while it is slowly improving, a large gap exists to service consumers sitting on piles of cash.
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Advice group partners with insurance broker
KANIKA SOOD  |  THURSDAY, 3 DEC 2020
Advice and accounting group Kelly+Partners has partnered with Austbrokers to exchange expertise, including life insurance broking.
US wealth manager acquires three Aussie firms
ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses.
Dealer service provider adds former MLC advice firm
KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm.
New MDA offering launched
ELIZA BAVIN  |  WEDNESDAY, 2 DEC 2020
Lifestyle Asset Management will introduce a new Managed Discretionary Advice (MDA) service to its authorised representative network and announced the appointment of an investment management coach.
Aussies lost money due to lack of advice
ELIZABETH MCARTHUR  |  WEDNESDAY, 2 DEC 2020
Despite Australia living up to its reputation as a lucky country during the COVID-19 pandemic, Australians' investments took a bigger hit than their international counterparts - likely due to a lack of financial advice.
IOOF ups costs for self-employed advisers
ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
Self-employed financial advisers working with IOOF will have to pay more for the same services under the new IOOF structure which will focus the business on three key pillars in the advice space.
Government backs disciplinary body in principle
KARREN VERGARA  |  MONDAY, 30 NOV 2020
The federal government said it supports the establishment of the new single disciplinary system for financial advisers providing tax advice "in principle" in response to the independent review of the Tax Practitioners Board.
Finance is least ethical sector: Governance Institute
ANNABELLE DICKSON  |  FRIDAY, 27 NOV 2020
The financial services sector has had the highest improvement on an ethics index despite still receiving the lowest score of all sectors, new research shows.
FPA announces 2020 award winners
KANIKA SOOD  |  THURSDAY, 26 NOV 2020
An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners.
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