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Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
The number of authorised financial advisers has officially dipped to 19,922, declining about 11% compared to this time last year.

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
Research that is aiming to determine how formalising educational and ethics requirements impact the moral development of financial advisers is calling for participants.

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
A platform that connects financial advisers to paraplanners has onboarded over 250 users in the short time since it launched.

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
ROAR Software, formerly known as YTML, has won a technology solution mandate from a recently launched dealer group.

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
CountPlus announced a 51% investment in a paraplanning and administration service.

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
A Sydney digital advice business has won a UK wealth management firm with $51 billion in assets as a client.

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
The fintech has officially launched a solution that slashes the time to generate a statement of advice from eight hours to two hours.

Potential small carve out for annual renewal law

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
ASIC will potentially provide leeway in the imminent annual renewal law, promising not to take regulatory action against financial advisers who fail to provide a financial disclosure statement.

Former adviser charged with $3.3m fraud

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
A former Sentinel Wealth financial adviser with a gambling addiction has been charged with stealing $3.3 million from clients.

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided.