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Financial Planning

FSC suggests CSLR improvements

KARREN VERGARA  |  MONDAY, 20 SEP 2021
The Financial Services Council has highlighted numerous holes in the Compensation Scheme of Last Resort in a bid to prevent financial advisers that "have done nothing wrong" from paying for the scheme.

ASIC prepares advisers for DDO

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
An overwhelming number of financial advisers are recommending exchange-traded funds to clients in place of active management strategies, according to a VanEck survey.

Breach reporting guidance released

KARREN VERGARA  |  WEDNESDAY, 8 SEP 2021
ASIC has released more details on how financial advisers providing advice to retail clients can comply with the upcoming breach reporting law.

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
AZ Next Generation Advisory acquired a minority stake in Cranage Financial Group to assist in building scale.

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
Voting for the 2021 FS Power50, which recognises the most influential financial advisers in Australia, closes today.

CountPlus takes stake in firm

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
The ASX-listed advice and accounting group is acquiring a 49% shareholding in an accounting firm based in Victoria.