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Financial Planning
Industry fund sees 252% increase in digital advice use
ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
An industry superannuation fund has seen interactions with its online financial advice tool more than double year-on-year.
Aussie, Lendi to merge
ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
Lendi and Commonwealth Bank have entered into an agreement to merge Lendi with Aussie Home Loans.
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
A second advice practice has left the MLC Wealth dealer group ahead of the merger with IOOF.
COVID-19 lockdown swells financial stress
ANNABELLE DICKSON  |  MONDAY, 14 DEC 2020
New research reveals there is high correlation with COVID impacted industries and early super release applicants.
Household capital a retirement solution: Research
ANNABELLE DICKSON  |  MONDAY, 14 DEC 2020
The potential fourth pillar of retirement income, accessing household capital, could be the solution to a comfortable retirement, new research shows.
Key advice reforms tabled
KARREN VERGARA  |  THURSDAY, 10 DEC 2020
New regulation that requires financial advisers to disclose conflicts of interest and stamp out fees-for-no service have been tabled in parliament.
Government to wind up FASEA
KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
The Financial Adviser Standards and Ethics Authority will be made redundant as two government bodies take over its remit.
CountPlus firm makes acquisition
ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with a further "tuck-in" acquisition.
Advice associations join forces
ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry.
WA Super trio launches boutique
KANIKA SOOD  |  MONDAY, 7 DEC 2020
WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super.
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