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Financial Planning

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
The help of a financial adviser has been able to boost a client's portfolio by 5.2% per annum, according to new research.

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
Fiducian Group's funds under advice continues to grow but could be dampened by legacy clients that will not renew the services of an adviser.

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
For the fifth year in a row, RI Advice awarded its Practice of the Year Award to Pride Advice.

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
Major professional associations have united to rally against the newly proposed compensation scheme of last resort.

ASIC takes property development group to court

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
ASIC is investigating the owners of a Perth-based property development firm who gave unlicensed financial advice.

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets.

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm ROAR Software has launched a Statement of Advice solution that comes with a human avatar.

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
A former financial adviser has received a conditional release without conviction for a period of two years after pleading guilty to false document charges.

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line.

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Senator Jane Hume opened consultations on the highly anticipated Better Advice Bill in a bid toÃ, iron out the details on how the Financial Services and Credit Panel will operate.