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Financial Planning

Responsible investment guide launched

KANIKA SOOD  |  WEDNESDAY, 28 NOV 2018
A global manager has partnered with the Responsible Investment Association of Australasia to launch a guide to responsible investing for financial advisers as demand for the strategies swells.

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
A financial advice group specialising in self-managed superannuation funds and residential property investment acknowledged it's hurt from recent regulatory burdens. However, there are opportunities afoot for the ASX-listed business, including an entry ...

Wealth an unnecessary failure: Thorburn

HARRISON WORLEY  |  MONDAY, 26 NOV 2018
NAB chief executive Andrew Thorburn said the venture into wealth management by Australia's big banks was most likely a failure.

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
Rice Warner is warning against a departure from value or volume-based advice fees.

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser.

Increase adviser standards sector-wide: FSU

JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The new professional standards imposed on financial advisers should be rolled out across the entire financial services sector.

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market.

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry.

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets.

Aussie banks underestimated difficulties of advice: Hartzer

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
The Royal Commission heard today that Australia's banks underestimated the amount of change required to make financial planning "work" within their existing businesses.