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Financial Planning

Super funds call for grandfathering ban

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
Superannuation funds are rallying to see an end to grandfathered commissions and for the regulator to impose stronger sanctions on those that fail to act in the best interests of members.

AFA rejects criticism over grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 26 SEP 2018
The Association of Financial Advisers used a submission to the Royal Commission to hit back at suggestions the advice industry has not adequately responded to the prevalence of grandfathered commissions.

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
Wealth managers who want to retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData.

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
The Financial Planning Association of Australia (FPA) is calling for greater gender balance in financial planning, citing increased consumer demand for female planners.

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
On the back of the aged care Royal Commission recently announced, financial advisers should delve deeper into the retirement living conversation with clients, according to a technical services expert.

Sargon Capital acquires Decimal

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
In its second major acquisition this month, Sargon Capital will acquire 100% of financial advice technology provider Decimal.

AAT overrides adviser ban

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
The Administrative Appeals Tribunal decided a former OnePath financial adviser who was permanently banned by ASIC did not engage in misleading or dishonest conduct.

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
The Financial Planning Association of Australia has snapped up an Association of Superannuation Funds of Australia senior policy adviser to fill a newly-created role.

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
The Financial Adviser Standards and Ethics Authority should recognise the qualifications of chartered accountants in order to keep them in the financial advice industry.

AFA launches consumer advice expo

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
The Association of Financial Advisers is partnering with a notable media personality for a free consumer event promoting the value of financial advice.