Financial Planning
Wealth an unnecessary failure: Thorburn
HARRISON WORLEY  |  MONDAY, 26 NOV 2018
NAB chief executive Andrew Thorburn said the venture into wealth management by Australia's big banks was most likely a failure.
Rice Warner warns against culling value-based advice fees
HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
Rice Warner is warning against a departure from value or volume-based advice fees.
Adviser-matching app launches
KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser.
Increase adviser standards sector-wide: FSU
JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The new professional standards imposed on financial advisers should be rolled out across the entire financial services sector.
Fund manager launches HNW advice
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market.
FPA honours top advisers
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry.
Class enhances XPLAN integration
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets.
Aussie banks underestimated difficulties of advice: Hartzer
HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
The Royal Commission heard today that Australia's banks underestimated the amount of change required to make financial planning "work" within their existing businesses.
Read the whole thing: FASEA
JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
In his first address to the financial advice industry, FASEA chief executive Stephen Glenfield urged advisers and stakeholders to ensure they read the authority's draft legislation in its entirety to avoid further confusion.
FASEA releases draft degree requirement legislation
JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
The Financial Adviser Standards and Ethics Authority released its long awaited degree requirements for existing financial advisers and new entrants.
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