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Financial Planning

Increased scrutiny driving regtech need

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
Kaplan Professional is urging financial advisers and their licensees to embrace regtech solutions in the face of ASIC's recent crackdown on non-compliance.

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
A new partnership will now see one of Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research.

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Countplus provided an update on its divestments in underlying member firms at the same time as appointing two new managing principals.

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
Voting is now open for the 2017 Power50 list of Australia's most influential financial advisers.

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies.

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The Association of Financial Advisers' New Financial Advice Competency Framework white paper reveals a consensus among financial services professionals to better understand client behavioural patterns.

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role.

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
Industry software provider IRESS recently enhanced its training offer to include CPD point accreditation and introduced a program of structured learning pathways.

AFA shines spotlight on peer learning

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
The Association of Financial Advisers is offering private coaching sessions for less experienced advisers at its upcoming National Adviser Conference.