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Financial Planning

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
Sequoia Financial Group continues to benefit from the highly competitive sector of financial adviser support services, which doubled its revenues in the last two years.

ASIC settlement hits E&P profits

KANIKA SOOD  |  TUESDAY, 24 AUG 2021
E&P Financial Group posted a statutory loss of $18.8 million for FY21, as its ASIC settlement hit both profits and the final dividend for the year.

Benefits of advice reforms yet to materialise

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
The myriad of regulatory reforms in the financial advice industry is raising concerns about the effects on the accessibility and quality of advice.

North educational hub registers 5000 users

KARREN VERGARA  |  MONDAY, 23 AUG 2021
AMP North's education hub has clocked up more than 5000 attendees since launching last year.

Three-month relief proposal gains traction

KARREN VERGARA  |  FRIDAY, 20 AUG 2021
The relief that will allow financial advisers to sit the November examination regardless of their last sitting is closer to becoming official.

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
The help of a financial adviser has been able to boost a client's portfolio by 5.2% per annum, according to new research.

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
Fiducian Group's funds under advice continues to grow but could be dampened by legacy clients that will not renew the services of an adviser.

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
For the fifth year in a row, RI Advice awarded its Practice of the Year Award to Pride Advice.

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
Major professional associations have united to rally against the newly proposed compensation scheme of last resort.

ASIC takes property development group to court

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
ASIC is investigating the owners of a Perth-based property development firm who gave unlicensed financial advice.