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Financial Planning

Why remediation jobs aren't short-term

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
The woman who ran BT Financial Group's advice remediation program has revealed what financial advisers need to know about remediation, and why some of the banks may make their remediation teams permanent.

Positives from the pandemic for advisers

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
According to the Association of Independently Owned Financial Professionals (AIOFP), the COVID-19 pandemic may be producing some positives for financial advisers.

FPA advocates for reduced pension minimums

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
The Financial Planning Association of Australia is keeping itself busy amid COVID-19 uncertainty, with chief executive Dante De Gori urging the government to consider moves to ease the pressure on retirees, just weeks after he had an audience with the ...

FASEA exam to go online

HARRISON WORLEY  |  THURSDAY, 19 MAR 2020
The Financial Adviser Standards and Ethics Authority has cancelled the scheduled April adviser exam, with advisers set to take it online as the COVID-19 pandemic rolls on.

deVere launches global contactless advice offering

HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
Global wealth management group deVere is responding to the COVID-19 outbreak by immediately launching a free, worldwide, contactless advice service.

FASEA rethinks CPD, provides exam update

ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
FASEA and its exam provider ACER have offered an update on what financial advisers can expect from the FASEA exam amidst the COVID-19 pandemic, as the authority also considers CPD requirements.

Industry funds a bright spot for advisers

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
More than 750 financial advisers have left the advice sector in the last three months, but industry superannuation funds are recruiting.

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
Bridges Financial Services will take over the financial planning business of a 140-year-year old bank.

Formalising feedback creates trust: HBL Mann Judd

ELIZA BAVIN  |  THURSDAY, 12 MAR 2020
Professional service firms need to better accept feedback from their clients, according to HBL Mann Judd.

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
New research shows financial advisers are struggling to make time for important aspects of the advice process, including cash management.