Financial Planning
Increase adviser standards sector-wide: FSU
JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The new professional standards imposed on financial advisers should be rolled out across the entire financial services sector.
Fund manager launches HNW advice
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market.
FPA honours top advisers
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry.
Class enhances XPLAN integration
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets.
Aussie banks underestimated difficulties of advice: Hartzer
HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
The Royal Commission heard today that Australia's banks underestimated the amount of change required to make financial planning "work" within their existing businesses.
Read the whole thing: FASEA
JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
In his first address to the financial advice industry, FASEA chief executive Stephen Glenfield urged advisers and stakeholders to ensure they read the authority's draft legislation in its entirety to avoid further confusion.
FASEA releases draft degree requirement legislation
JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
The Financial Adviser Standards and Ethics Authority released its long awaited degree requirements for existing financial advisers and new entrants.
FASEA listens as advice industry combs blueprint
DARREN SNYDER  |  TUESDAY, 20 NOV 2018
The initial response to FASEA's education and ethical standards blueprint suggests the document needs more tweaks. However, it's clear the authority is listening to its advice industry constituents.
AMP partners with Morningstar
JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
AMP appointed Morningstar as its external research provider to advice licensees.
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model.
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