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Financial Planning

FASEA too soft on ethical investing: Advisers

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
During a Responsible Investment Association of Australasia webinar some financial advisers have suggested that FASEA's Code of Ethics doesn't go far enough on ethical investing.

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane.

Madison sale slated for May completion

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
OneVue is on track on complete the sale of dealer group Madison next month, the company said in quarterly update released this morning.

IOOF, CountPlus, Iress want better path to fee consent

ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
Licensees and platform providers have joined forces to call for a consistent industry approach to managing the Advice Fee Consent legislation.

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
Regulatory and compliance burden is a bigger challenge and disruption for financial advisers than COVID-19, the global pandemic that has ripped both economies and lives to shreds.

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
With robo-advice yet to take off in Australia, and the cost of advice still too high for most people, has COVID-19 delivered the solution to the sector's problems on a silver platter? Shadforth's Terry Dillion certainly thinks so.

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
Rainmaker analysis of the ASIC Financial Adviser Register shows that just shy of 500 financial advisers have left the industry in the last two months.

Seek financial advice: Hume

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
With the government now expecting close to two million Australians to apply for early access to super, assistant minister for superannuation, financial services and financial technology Jane Hume has urged those who are confused to seek financial advice.

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice.

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support.