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Financial Planning

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
The newly independent Principals' Community has retained 92% of previous members after parting ways with BT Financial Group.

Startup launches risk retention option

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
A life insurance startup is launching an alternative option that targets customers who want to cancel their policy.

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
ASX-listed WT Financial Group is set to acquire Synchronised Business Services for $8 million.

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry.

Legal expert to lead QAR

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
A legal expert will take the reins in leading the Quality of Advice Review, Senator Jane Hume announced this afternoon, adding that the terms of reference have also been finalised.

Hejaz Financial Services partners with outsource Financial

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
The partnership will enable Hejaz to provide Australian Muslims with better access to its range of Sharia-compliant services and products.

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
AMP awarded a technology mandate to a global provider in a bid to improve the efficiency of its North platform.

Flexible work expectation gap widens

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
Flexible work arrangements will be a major deal-breaker in retaining and attracting staff as the financial services industry navigates operating in a post-COVID environment.

ASIC sets adviser exam dates

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
ASIC has set the final three sitting dates for the financial adviser exam in 2022.

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
While the proportion of women investing is picking up the pace, the number of female investors still lags behind men - but financial advisers can help.