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Financial Planning
BT changes adviser fee structure
ELIZA BAVIN  |  TUESDAY, 3 NOV 2020
BT Index Funds will be ceasing ongoing adviser fees (OAFs) and introducing a new feature to facilitate one-off advice fees.
Crestone revenue up 12% to $120.5m
KANIKA SOOD  |  MONDAY, 2 NOV 2020
Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.
Fastest-growing AFSLs in the country
KANIKA SOOD  |  FRIDAY, 30 OCT 2020
New research from Rainmaker Information shows which licensees added the most advisers in the 12 months to September end. And which AFSLs have the biggest market share.
NZ looks to recognise qualified Aussie advisers
KARREN VERGARA  |  WEDNESDAY, 28 OCT 2020
Australian financial advisers can potentially work in New Zealand without meeting the country's qualifications as early as 15 March 2021.
HUB24 to acquire Xplore, offloads Paragem
ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
HUB24 announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business.
FS Power50 revealed
STAFF WRITER  |  MONDAY, 26 OCT 2020
The 2020 FS Power50 has been named, recognising the 50 most influential financial advisers in Australia.
Remote exams offered to Melbourne advisers
KARREN VERGARA  |  FRIDAY, 23 OCT 2020
The Financial Adviser Standards and Ethics Authority is providing remote-sitting options for financial advisers in Melbourne affected by COVID-19 restrictions.
Calls to axe TPB for financial advisers
ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
There are calls to stop financial advisers having to register for the Tax Practitioners Board (TPB) after a recent reshuffle of the board has seen the regulator without an advice representative.
Super advice firm buys robo-adviser
ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
Digital superannuation advice provider SuperEd has acquired robo-advice provider Clover.
Robo-advice a complement, not disruptor: Six Park
ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
The advice industry is faced with increasing demand for affordable and accessible financial advice and implementing digital solutions to segment clients could be the answer, according to a new whitepaper.
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