Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Insignia loses self-employed advisers

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
Insignia Financial reported an exodus of self-employed advisers in the December 2021 quarter amid an overhaul of its advice fee model.

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
UBS is expanding its global wealth management offering, with a focus on affluent young people and multicultural investors.

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years.

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The exit of 807 advisers during the Christmas and New Year break leaves the total population close to dipping below the 18,000 mark.

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals.

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Financial advisers tilted towards the non-aligned sector at an unprecedented rate during 2021, a new report suggests.

E&P pulls the plug on DASS

KARREN VERGARA  |  WEDNESDAY, 19 JAN 2022
Amid a slew of class actions and regulatory problems, the troubled superannuation subsidiary of E&P Financial Group is now in voluntary administration.

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in.

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
A global wealth management group based in the UK has discussed plans to expand into Australia, with a keen focus on Sydney.

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
Protecting Seniors Wealth has unveiled new programs for the financial services sector so that it can do more to help prevent financial elder abuse.