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Financial Planning

Aussies want advice, as long as it's cheap: Research

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
Australians trust financial advisers but will not pay more than $400 for face-to-face consultation, latest research reveals.

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
What multiple will financial advice businesses sell at five years from now, and could implementing managed accounts boost their acquisition value?

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.