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Financial Planning

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets.

Roar launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm Roar Software has launched a Statement of Advice solution that comes with a human avatar.

Conditional release for former Hillross adviser

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
A former financial adviser has received a conditional release without conviction for a period of two years after pleading guilty to false document charges.

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line.

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Senator Jane Hume opened consultations on the highly anticipated Better Advice Bill in a bid toÃ, iron out the details on how the Financial Services and Credit Panel will operate.

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth.

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm.

FS Power50: Final days to nominate

STAFF WRITER  |  THURSDAY, 5 AUG 2021
There is only two days left to get your nominations in for the 2021 FS Power50, celebrating the most influential financial advisers in Australia today.

Financial Masterplan advisers banned

ANNABELLE DICKSON  |  TUESDAY, 3 AUG 2021
ASIC banned two Gold Coast-based financial advisers for five years after they were found to have placed clients in inappropriate superannuation and insurance products.

RI Advice failed oversight obligations: Court

KARREN VERGARA  |  MONDAY, 2 AUG 2021
The Federal Court found that RI Advice Group's failure to provide rigorous oversight over a former financial adviser resulted in bad advice to consumer detriment.