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Financial Planning

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The number of financial advice-related complaints has slashed by nearly half in the last year, according to the Australian Financial Complaints Authority (AFCA).

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year.

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia.

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
In male-dominated professions like financial advice, are women being taken for a ride?

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
The Quality of Advice Review's final report (QAR) does not "trash" or go against the Future of Financial Advice (FoFA) reforms, says Association of Financial Advisers (AFA) chief executive Philip Anderson.

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
Investment Trends' 2022 Adviser and Advice Technology report, developed in conjunction by Finura Group, highlights a proliferation of providers exploring international opportunities and a blurring of the lines between investment platforms and advice ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion.

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
Vanguard's UK financial advice offering will close at the end of May, just two years since its launch.

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships.

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
The two major advice associations will merge to create the Financial Advice Association of Australia.