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Financial Planning

ASIC reveals advice remediation progress

HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
A 2017 report by ASIC into how the big banks and AMP oversee financial advisers has netted less than $120 million in remediation to date.

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Just 11% of financial advisers plan to leave the industry if the full recommendations from the Royal Commission are implemented. However, data shows the industry's outlook as a whole remains positive.

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
Fitzpatricks Private Wealth added another practice to its growing network.

FASEA exam results expected soon

HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
Exam marks for the first cohort of financial advisers to sit the FASEA exam are set to be released in the coming weeks.

Iress announces changes to Xplan

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Iress has made several improvements to its popular Xplan offering which should improve functionality for thousands of advisers.

Final nail in the coffin for grandfathered commissions

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
The government will introduce legislation to end grandfathered commissions to financial advisers by 1 January 2021.

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
Time poor financial advisers can now head online for help from Elixir Consulting.

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
Spectrum Wealth Advisers is seeking to cancel its licence and is no longer providing financial services, with many representatives having now joined new licensees.

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west.

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
The corporate regulator has banned high-profile financial adviser Sam Henderson, whose inappropriate financial advice was laid bare in Royal Commission public hearings last year.