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The barriers to limited advice: Licensees
ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
The increasing cost of delivering financial advice coupled with lack of guidance and strategy documents are the major barriers to limited financial advice, according to licensees.
FASEA urges advisers to maximise exam sittings
ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
With the window to complete the FASEA exam narrowing, financial advisers are being urged to maximise the number of attempts they make.
Retiree strategies need greater attention: Research
ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
Traditional portfolio construction needs to change to provide for the needs of retiree clients, new research shows.
Former adviser pleads guilty to theft, dishonesty
KANIKA SOOD  |  TUESDAY, 22 DEC 2020
A former financial adviser and company director will be sentenced on April 30 after pleading guilty to charges relating to mishandling of client money in an IPO.
FASEA exam results for November 2020
ELIZABETH MCARTHUR  |  TUESDAY, 22 DEC 2020
FASEA has released exam results from the ninth Financial Advisers Exam held in November 2020, all financial advisers in Australia have until January 2022 to complete the exam.
Advice firm merges with boutique
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push.
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with one of its member firms completing a tuck-in acquisition of a separate member firm.
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
A total of 2802 financial advisers have departed the industry in 2020, with just 60 new advisers joining, according to Rainmaker analysis of the Financial Adviser Register.
Industry fund sees 252% increase in digital advice use
ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
An industry superannuation fund has seen interactions with its online financial advice tool more than double year-on-year.
Aussie, Lendi to merge
ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
Lendi and Commonwealth Bank have entered into an agreement to merge Lendi with Aussie Home Loans.
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