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Financial Planning

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
A CountPlus financial planning member firm will acquire 100% of a New South Wales accounting practice.

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 2018
More than 1700 of the FPA's membership have joined calls for the Financial Adviser Standards and Ethics Authority to take a more realistic approach to its development of professional standards.

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
Australian retail investors are more likely to trust human financial planners over robo-advisers - and by an overwhelming majority, according to the CFA Institute's 2018 survey of investor trust.

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform.

FASEA consultation could sway retirement outcomes

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Challenger is calling on the Financial Adviser Standard and Ethics Authority to consider the substantially different financial risks and challenges faced in retirement compared to the accumulation phase of super when consulting on its new standards.

Royal Commission to take "labyrinthine" advice legislation to task

ALEX BURKE  |  MONDAY, 9 APR 2018
In its background paper leading up to the financial advice inquiry on April 16, the Royal Commission has called out the "labyrinthine" regulatory regime in which the industry operates.

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
While financial advisers are among those best placed to identify instances of financial elder abuse, cases are continually slipping under the radar as it becomes increasingly difficult to recognise.

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
An advice association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice.

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
Financial advice practices that outsource certain back-office functions save up to 60% in operational costs and are dedicating more time to clients.

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
The Financial Adviser Standards and Ethics Authority education standards do not give sufficient recognition to existing advisers who have completed study, according to FPA chair Neil Kendall.