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Financial Planning

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners.

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
ASIC has released a consultation paper seeking feedback on reference checking protocols for financial advisers and mortgage brokers.

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
A new functionality on the Praemium platform is helping financial advisers on-board clients more efficiently.

Old problem needs new solution: Research

ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
Financial advisers need to adopt a new approach to providing income for retiree clients, according to Allianz Retire+.

ASIC opens consultation on scaled advice

ANNABELLE DICKSON  |  TUESDAY, 17 NOV 2020
The Australian Securities and Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice.

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The ASX-listed advice and accounting group has confirmed it will continue to carry out its extensive growth strategy with further "tuck-in" acquisitions.

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows.

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation.

Fiducian looks to gain from change

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The ASX-listed financial advice group has said it expects ongoing change in the industry to enhance its opportunities to acquire new businesses, as it considers a pipeline of growth prospects.

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
In an update ahead of its annual general meeting, ClearView hinted at the future of its developing partnership with HUB24.