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Former AMP adviser sentenced
ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients.
Trust in advisers lifts as pandemic fear ensues
ALLY SELBY  |  FRIDAY, 27 MAR 2020
Advisers are the most trusted source of information surrounding the impacts of COVID-19, above government sources and the media, according to research coming out of MLC Wealth.
Good time to be in managed accounts: IMAP
ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
The COVID-19 crash has had an effect on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter.
No evidence of fear-driven withdrawals so far: Fiducian
ALLY SELBY  |  THURSDAY, 26 MAR 2020
ASX-listed wealth and advice business Fiducian has assured its shareholders that none of its investors or superannuation members have been disadvantaged so far amid the COVID-19 pandemic.
Why remediation jobs aren't short-term
ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
The woman who ran BT Financial Group's advice remediation program has revealed what financial advisers need to know about remediation, and why some of the banks may make their remediation teams permanent.
Positives from the pandemic for advisers
ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
According to the Association of Independently Owned Financial Professionals (AIOFP), the COVID-19 pandemic may be producing some positives for financial advisers.
FPA advocates for reduced pension minimums
HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
The Financial Planning Association of Australia is keeping itself busy amid COVID-19 uncertainty, with chief executive Dante De Gori urging the government to consider moves to ease the pressure on retirees, just weeks after he had an audience with the ...
FASEA exam to go online
HARRISON WORLEY  |  THURSDAY, 19 MAR 2020
The Financial Adviser Standards and Ethics Authority has cancelled the scheduled April adviser exam, with advisers set to take it online as the COVID-19 pandemic rolls on.
deVere launches global contactless advice offering
HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
Global wealth management group deVere is responding to the COVID-19 outbreak by immediately launching a free, worldwide, contactless advice service.
FASEA rethinks CPD, provides exam update
ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
FASEA and its exam provider ACER have offered an update on what financial advisers can expect from the FASEA exam amidst the COVID-19 pandemic, as the authority also considers CPD requirements.
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