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Financial Planning

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice.

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals.

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network.

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks.

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
Challenger Life has updated its annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions.

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
The majority of Australians continue to control their finances rather than seek the help of a professional adviser, new research suggests.

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
A high-net-worth advice firm opened its doors to retail clients, launching four investment options for entry level investors who want to build their wealth.

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
The Association of Independently Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition.

Adviser exam cost jumps under new bill

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
The Better Advice Bill is proposing several changes to the mandatory financial advice exam, including substantially increasing the cost of each sitting.

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
In place of its traditional awards program this year, the Association of Financial Advisers unveiled the recipients of the inaugural Great Advice Awards.