Financial Planning
Westpac admits it didn't take FoFA seriously
KANIKA SOOD  |  WEDNESDAY, 7 NOV 2018
Westpac said while implementing the Future of Financial Advice reforms, it did not embed strong enough controls and record-keeping to police fee-for-no-service advice.
Practifi continues growth trajectory
JAMIE WILLIAMSON  |  TUESDAY, 6 NOV 2018
Practifi entered a strategic partnership with a Sydney-based regtech to help financial advisers ensure their Statements of Advice are compliant.
Advisers choose their own journey on BT hub
DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The ability to select adviser services on an as needed basis will be the key ingredient to growth in BT Financial Group's newly-launched adviser hub.
FPA and AFA aim to administer adviser standards
DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The Financial Planning Association of Australia and the Association of Financial Advisers are putting cases forward to manage adviser compliance schemes resulting from the industry's new education and ethics standards.
Former adviser jailed, ASIC posts FY18 stats
KARREN VERGARA  |  THURSDAY, 1 NOV 2018
A former Professional Investment Services financial adviser has been jailed for dishonesty following an ASIC investigation.
NAB signals more bad advice remediation
KARREN VERGARA  |  THURSDAY, 1 NOV 2018
Among its FY18 results, National Australia Bank flagged that bad advice and fees for no service remediation will continue to dampen its future financial performance.
Advice group continues education standards preparation
DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry.
Retirement planning gets a recession check
KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown.
Digital advice engagement spikes for super members
KARREN VERGARA  |  THURSDAY, 25 OCT 2018
More superannuation members are using online advice technology to engage with their fund, the latest report from Decimal shows.
Downsizer scheme gains ground
JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
The recently introduced downsizer contributions strategy is gaining traction, with the new scheme topping the list of adviser queries for the September quarter.
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