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Financial Planning

What is holding Aussie robo advisers back?

KANIKA SOOD  |  WEDNESDAY, 14 AUG 2019
Higher base fees, more complex fee structures and fewer investment options could be holding Australian robo advisers back from reaching the scale their American counterparts have, according to new research from Rainmaker.

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
The Association of Financial Advisers has named the 2019 finalists for its AFA Excellence in Education Award.

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
A former senior ANZ financial adviser has started her own practice, choosing RI Advice as licensee.

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
The finalists for the Association of Financial Advisers' most sought after honours, the Adviser of the Year Award, have been announced.

Former financial adviser charged

HARRISON WORLEY  |  TUESDAY, 13 AUG 2019
A former financial adviser who was banned from providing financial services by ASIC in 2018 has been charged with five counts of dishonest conduct.

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
The AMP Financial Planners Association will contest changes to AMP's Buyer of Last Resort terms flagged last week, saying the group has failed to meet contractual obligations to advisers.

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
The Financial Adviser Standards and Ethics Authority has approved a number of education credits and bridging courses to help financial advisers meet its education standards.

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
Women who are standouts in their community contributions have come out on top in the 2019 Female Excellence in Advice Award (FEIA) finalists list.

Advisers to bear brunt of AMP failings

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2019
AMP advisers planning to exercise their Buyer of Last Resort (BOLR) arrangements look set to have their business valuations slashed as part of the institution's new strategy.

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
Financial advisers have taken to social media to vent about the Financial Adviser Standards and Ethics Authority exam results.