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Financial Planning

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
New regulation that requires financial advisers to disclose conflicts of interest and stamp out fees-for-no service have been tabled in parliament.

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
The Financial Adviser Standards and Ethics Authority will be made redundant as two government bodies take over its remit.

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with a further "tuck-in" acquisition.

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry.

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super.

Advice firm launches dealer group

JAMIE WILLIAMSON  |  MONDAY, 7 DEC 2020
A Sydney-based financial advice firm is entering the licensee space, launching a technology-driven dealer group offering.

Advisers should service cashed-up investors: FCA

KARREN VERGARA  |  FRIDAY, 4 DEC 2020
A comprehensive study of the UK's retail financial advice industry found that while it is slowly improving, a large gap exists to service consumers sitting on piles of cash.

Advice group partners with insurance broker

KANIKA SOOD  |  THURSDAY, 3 DEC 2020
Advice and accounting group Kelly+Partners has partnered with Austbrokers to exchange expertise, including life insurance broking.

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses.

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm.