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Financial Planning

North adds to investment menu

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
North has partnered with BlackRock, Morningstar and InvestSense to add a further 12 managed portfolios to its investment offering.

Apex Group brings Global Compliance Solutions to Australia

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
Apex Group has launched its Global Compliance Solutions offering to the Australian market.

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
For the ninth year running, Financial Standard has named the 50 most influential financial advisers in Australia.

Australia among top 10 financially inclusive markets: Research

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
Australia has been ranked the seventh most financially inclusive market out of 42 around the globe.

Retirees are silent casualties of inflation: Challenger

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
Inflation is posing a greater risk to Australian retirees than ever, necessitating the development of new approaches to manage retirement income threats, according to a Challenger report.

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
Russell Investments Value of an Adviser report says many investors are being pressured into sub-optimal investment decisions but having a financial adviser could add more than 4% to total portfolio value.

Colonial First State partners with Bravura, Tech Mahindra

CHLOE WALKER  |  MONDAY, 24 OCT 2022
Colonial First State (CFS) is making significant changes to the FirstChoice platform, entering a strategic partnership with Bravura Solutions and Indian IT company Tech Mahindra.

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year.

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia.

QAR could see 12% increase in insured Aussies

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
According to research commissioned by the Financial Services Council (FSC), the introduction of a scalable advice model for life insurance would see more than a million Australians have the life insurance cover they need.