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Financial Planning
Advice disciplinary body delayed
KARREN VERGARA  |  FRIDAY, 28 AUG 2020
Financial advisers will have to wait until June 2021 for the long-awaited disciplinary body that is purported to professionalise the industry.
Challenges on the horizon for CountPlus
ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
CountPlus recorded an increase of net profit after tax to $5.95 million in FY20 from $3.68 million ahead of future challenges to its Count Financial business.
Advisers more bearish than clients
JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
This year is the first time financial advisers have been less optimistic than retail investors, with advisers only anticipating capital gains of 1.3% over the next 12 months from local shares.
Two Sydney advice firms merge
ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
Two Sydney-based advice firms have merged, with the firms saying it was not a decision either party made lightly.
AFA to host virtual conference
JAMIE WILLIAMSON  |  WEDNESDAY, 26 AUG 2020
The Association of Financial Advisers will host a virtual conference via live broadcast from October 14-15.
Clients value advice during pandemic
KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends.
Dealer group eyes aggressive expansion
ELIZABETH MCARTHUR  |  THURSDAY, 20 AUG 2020
Centrepoint Alliance has reported its annual revenue grew 11% as it plots an aggressive growth plan.
Morgan Stanley duo establishes advice boutique
KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.
Unmet advice needs increases for SMSF trustees
ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are faced with unmet advice needs as costs and confidence in financial advisers stands in the way.
Netwealth reports $43.8m in FY20 profits
KANIKA SOOD  |  TUESDAY, 18 AUG 2020
Netwealth swelled underlying net profit after tax by 21.7% in FY20; as it flags increased IT and infrastructure spend for the next year and a new mobile app for clients.
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