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Financial Planning

AFA opposes clean record requirement

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
The Association of Financial Advisers (AFA) has said it does not support the 'clean record' requirement proposed within the government's new policy paper on education standards, citing the untested single disciplinary body.

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Colonial First State awarded a major technology mandate in a bid to revamp its wrap platform.

Consumer advocates criticise advice review

ELIZABETH MCARTHUR  |  THURSDAY, 3 FEB 2022
The Consumer Action Law Centre has concerns that the Quality of Advice Review draft terms of references forget Commissioner Hayne's findings on conflicted remuneration.

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
Financial advisers will continue to host virtual meetings with clients in 2022 but the majority are eager to meet them face to face, a new survey shows.

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
Fiducian Financial Services (Fiducian) has today finalised the acquisition of People's Choice Credit Union's financial planning business (PCCU).

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
The proposed Compensation Scheme of Last Resort regime has several flaws that will overlook the protection of certain investors, a parliamentary inquiry heard.

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
Ignition Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice.

The future is bright for BT: Rady

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
As he marks 90 days as chief executive, Matt Rady tells Financial Standard how, despite the industry exodus and the company's own challenges in 2021, financial advisers are increasingly turning to BT Financial Group.

Education reforms are promising: SAFAA

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
The Stockbrokers and Financial Advisers Association argues that potential reforms to education standards will put the industry on a level playing field with other professions.

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
From skyrocketing property prices to a foreboding stock market crash, financial advisers reveal their clients' main worries in 2022.