Financial Planning
ASIC permanently bans former Apogee adviser
KARREN VERGARA  |  TUESDAY, 18 DEC 2018
A former Apogee Financial Planning representative has been permanently banned from providing financial advice after ASIC found he illegally took $1.4 million from superannuation accounts.
Portfolio implementation delays costing investors
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
The speedier implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows.
Advice associations combine for code monitoring
DARREN SNYDER  |  TUESDAY, 18 DEC 2018
A co-operative of financial planning and advice associations have agreed to deliver one code monitoring solution across their respective memberships as part of the wider commitment to lift ethical and professional standards.
Adviser exam draft legislation released
JAMIE WILLIAMSON  |  MONDAY, 17 DEC 2018
The Financial Adviser Standards and Ethics Authority released draft legislation for the adviser examination, including what it will cost to sit the assessment.
Royal Commission sparks risk book sell-off
JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
Financial planners with smaller risk insurance books are looking to offload them now, save waiting for Commissioner Kenneth Hayne's final report.
Responsible investing rises on advice agenda
DARREN SNYDER  |  THURSDAY, 13 DEC 2018
The proportion of financial advisers who advise on responsible investing has almost doubled in the past two years, the latest industry survey reveals.
FASEA to assess professional advice designations
JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
Financial advice industry associations can now apply to FASEA for accreditation for their respective professional designation programs.
FPA reviews disciplinary regulations
JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019.
$300k makes advice worthwhile: Research
KARREN VERGARA  |  MONDAY, 10 DEC 2018
Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice.
Advice firm runs rule over Labor policy
DARREN SNYDER  |  FRIDAY, 7 DEC 2018
A prominent financial advice group suggests Labor's proposals on negative gearing, capital gains tax and dividend imputation all need a closer look heading into an election year.
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