Financial Planning
CountPlus acquires stake in advice firm
KARREN VERGARA  |  TUESDAY, 30 APR 2019
CountPlus has acquired a stake in a financial advice firm as Prime Financial Group offloads its minority interest.
Home buyers lack basic financial concepts
ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
A new report by Westpac reveals that Australians looking to purchase property are desperate for financial education.
Rush of advisers sign up before FASEA deadline
ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
The final quarter of 2018 saw more than 4000 financial advisers sign up to ASIC's Financial Adviser Register.
Super tax strategies a hot topic
ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month.
One third of Australians trust robo-advice
ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser.
Former NAB adviser charged
JAMIE WILLIAMSON  |  TUESDAY, 23 APR 2019
A former NAB financial adviser has been charged with two offences following an investigation by ASIC.
ASIC bans Gold Coast adviser
ELIZABETH MCARTHUR  |  TUESDAY, 23 APR 2019
ASIC has banned a Gold Coast financial adviser from providing financial services for six years.
AFCA changes could impact PI cover cost: FPA
HARRISON WORLEY  |  TUESDAY, 23 APR 2019
The Financial Planning Association of Australia is urging AFCA immediately consider and investigate the potential impact of its proposed legacy claims rule on professional indemnity insurance, with fears the cost of PI cover may rise.
Former Dover, Securitor adviser banned
ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
An adviser formerly licenced by Dover Financial Advisers has been banned for failing to provide advice in the best interest of clients.
NAB remediation bill hits $1.1bn
JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
National Australia Bank has set aside an additional $525 million for customer remediation, more than 90% of which is in relation to its wealth operations. The total owing is now estimated at more than $1.1 billion.
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