Financial Planning
Escala bought by growing US firm
JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint.
IOOF braces for new super package, grandfathered commissions changes
KARREN VERGARA  |  TUESDAY, 19 FEB 2019
IOOF's bottom line will take a hit from the newly legislated Protecting Your Super package and the proposed removal of grandfathered commissions.
ClearView launches client-engagement guide
KANIKA SOOD  |  THURSDAY, 14 FEB 2019
ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic.
Perfect storm smashes AMP
HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
AMP suffered a 97% profit drop in 2018 and it's flagging a reshaped financial advice network into 2019.
Royal Commission to disrupt product distribution: Roy Morgan
JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Financial product distribution is likely to be disrupted as the Federal Government looks to implement the recommendations of the Royal Commission's final report.
Westpac mulls sale of in-house planners
JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Westpac has confirmed it is exploring options for its in-house financial planning division, following questions from Financial Standard about a potential sale of 50% of Westpac Financial Planning.
FASEA confirms code of ethics standard
HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
Following a period of consultation, the code of ethics set to govern the behaviour of financial planners and advisers from next year has been confirmed.
Financial Standard launches FS Aspire CPD
DARREN SNYDER  |  MONDAY, 11 FEB 2019
Financial Standard is drawing on its deep catalogue of financial advice, superannuation and wealth management content to roll out a new proprietary Continuing Professional Development program for financial services professionals.
Don't fear credit crunch: Deloitte
JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
Financial advisers with clients working towards purchasing their first property or starting their own business need not be too concerned with tightened lending policies post-Royal Commission.
Hayne report raises professionalism stakes
JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
Financial advisers could face the same rigid license registration requirements as doctors and lawyers if the Royal Commission's recommendations on compliance and further education in the industry become law.
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