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Financial Planning

Hejaz Financial Services partners with outsource Financial

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
The partnership will enable Hejaz to provide Australian Muslims with better access to its range of Sharia-compliant services and products.

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
AMP awarded a technology mandate to a global provider in a bid to improve the efficiency of its North platform.

Flexible work expectation gap widens

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
Flexible work arrangements will be a major deal-breaker in retaining and attracting staff as the financial services industry navigates operating in a post-COVID environment.

ASIC sets adviser exam dates

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
ASIC has set the final three sitting dates for the financial adviser exam in 2022.

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
While the proportion of women investing is picking up the pace, the number of female investors still lags behind men - but financial advisers can help.

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
The Quality of Advice Review should take precedence over other proposed regulatory changes as financial advisers should not be encumbered by two sets of major reforms in a short period of time.

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime.

Advisers cautious of election promises

KARREN VERGARA  |  THURSDAY, 3 MAR 2022
The federal government must be held accountable for making sweeping promises around reducing compliance and qualification red tape, a financial advice industry event has heard.

Women's life choices constrained by money stress: Fidelity

ELIZABETH MCARTHUR  |  THURSDAY, 3 MAR 2022
One in three women don't have enough money saved to allow them to make significant life decisions like changing jobs or changing relationship status, according to new research.

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
The Liberal Party is promising major changes to the financial advice industry ahead of the federal election, ones that will overhaul compliance, costs, and education standards.