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Financial Planning

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
Corporate regulator ASIC is extending the temporary Statement of Advice relief measure until 15 April 2022.

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
Colonial First State has partnered with Iress to help it comply with the newly introduced ongoing advice fee obligations.

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management.

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards.

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
The reforms proposed by the Financial Services Council could reduce the time and cost to produce financial advice by more than 30% respectively.

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice.

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals.

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network.

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks.

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
Challenger Life has updated its annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions.