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Financial Planning

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Labor promises it will dump educational requirements for financial advisers with over a decade's experience if it comes to power.

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else.

IOOF completes platform overhaul

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The integration of IOOF's legacy superannuation and investments platform has now finalised.

Financial Advice Hub goes live

KARREN VERGARA  |  WEDNESDAY, 8 DEC 2021
The one-stop shop for regulatory information for financial advisers launched on December 7.

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors.

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
Kelly Partners Group acquired a financial advice and accounting firm based in Sydney's Northern Beaches.

AAT downgrades adviser banning

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
A former financial adviser who copped an eight-year ban early this year will now serve a shorter banning order.

AMP North further expands menu

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
AMP's platform North made 20 investment options available in December.

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product.

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Fresh proposals from the Australian Law Reform Commission aim to simplify several complex areas of financial advice legislation.