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Financial Planning
Calls for consent forms, opt-ins to be scrapped
ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
Synchron and Lifespan Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP).
Fiducian posts $10.5m in FY20 profits
KANIKA SOOD  |  MONDAY, 17 AUG 2020
ASX-listed Fiducian Group doubled its net inflows to $217 million in FY20, as it posts $10.5 million in statutory net profit after tax for the year.
Industry veterans launch dealer group
ALLY SELBY  |  MONDAY, 17 AUG 2020
Two advice industry stalwarts have launched a new dealer group promising to save advisers time and money.
FSC calls for scaled advice model
ALLY SELBY  |  TUESDAY, 11 AUG 2020
The Financial Services Council (FSC) has called on the government to implement a two-year trial of a scalable advice model, in a bid to increase access to affordable advice to Australians at a time when they need it most.
AMP, CBA, Westpac face potential class action
ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
The financial advice arms of AMP, Commonwealth and Westpac are all facing a potential class action from law firm Piper Alderman.
Advice firm awarded international certification
ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence.
FPA award nominations open, new award announced
ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice.
AMP launches new managed portfolios
JAMIE WILLIAMSON  |  TUESDAY, 4 AUG 2020
AMP is launching a new range of managed portfolios, available on its flagship MyNorth platform.
Adviser salaries unchanged: Research
ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
The latest insights from Kaizen Recruitment show the benchmark salaries for financial advisers and paraplanners remain as they were in early 2019.
Regulatory, legal exam questions trip up advisers
ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
FASEA has revealed the areas that financial advisers struggle with in the exam - with regulatory and legal questions presenting a challenge.
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