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Financial Planning

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
In its next phase of growth, the wealth management group has opened the doors to its new office in Tasmania which will offer full-service stockbroking and financial planning.

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
IOOF has seen over $1 billion in outflows from its advice business in the second quarter due to its business transformation program known as Advice 2.0.

Family home dominates adviser conversations

KARREN VERGARA  |  MONDAY, 25 JAN 2021
Investment and retirement strategies around the family home were hot topics for financial advisers' clients in 2020.

AFCA forced into rule change

ELIZABETH MCARTHUR  |  FRIDAY, 22 JAN 2021
The Australian Financial Complaints Authority has been forced into a rule change regarding its jurisdiction over authorised representatives after a court decision.

TAL continues successful FASEA course

ELIZABETH MCARTHUR  |  THURSDAY, 21 JAN 2021
Life insurer TAL has launched another round of its FASEA exam masterclass, which aims to prep financial advisers for the exam.

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
A former financial adviser was banned after it was revealed he was not adequately trained, despite working in the industry for nearly 15 years.

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
The federal government is driving hard the importance of accessing quality, affordable financial advice.

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
Fidelity International has launched a new restricted advice service, Fidelity Wealth Management, in the UK with five advisers and another six on the way.

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm.

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
The number of financial advisers licensed by AMP dropped dramatically in 2020, with the institution no longer the largest AFSL in the country by number of advisers.