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Financial Planning

Planning diploma relevant despite FASEA

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
New education requirements will not be the end of the Diploma of Financial Planning, according to a leading industry education provider.

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
BT Financial Group is reviewing its business model for salaried financial advisers, with plans to discontinue the Virtual Advice offering - resulting in significant redundancies.

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
Financial advisers in the UK are facing similar challenges to their Australian counterparts, with the Financial Conduct Authority introducing a new assessment aimed at raising standards and competence.

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
The acquisition of Linear dragged Managed Account Holdings into the red, results for the June 2018 financial year show.

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The 2018 finalists for the Association of Financial Advisers' most coveted accolades have been announced.

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
Despite the recent closure of UBS' robo-advice offering in the United Kingdom, robo-advice is here to stay.

Drought-hit farmers turn to advice

KANIKA SOOD  |  MONDAY, 3 SEP 2018
This July was the driest in Australia for 16 years. Almost 100% of New South Wales and 57% of Queensland is in drought and financial advisers are dealing first-hand with the impact.

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
A Victorian financial advice practice is readying itself for the future of advice, rebranding and restructuring its business model to now meet the legal requirements for independence.

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month.

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
Diversified financial services firm ClearView increased underlying net profit after tax (NPAT) in its wealth management and life insurance arms during FY18, however financial advice earnings dropped.