TAL offers advisers ethics assistance
HARRISON WORLEY  |  TUESDAY, 4 JUN 2019
The life insurer will offer a training course to help financial advisers apply the Financial Adviser Standards and Ethics Authority's code of ethics.
New AI innovation for Praemium
ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
Praemium announced new platform functionality to provide financial advisers with knowledge and insights to enhance client engagement, using artificial intelligence.
The case for tax deductible advice
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as businesses grapple with the pressures of increased education standards and the Royal Commission.
Former Gold Coast adviser banned
HARRISON WORLEY  |  MONDAY, 3 JUN 2019
ASIC banned a former authorised representative of the now-defunct Austplan after clients were found to have been placed in a vulnerable financial position as a result of his advice.
Shock win leaves investors worse off
HARRISON WORLEY  |  MONDAY, 3 JUN 2019
Investors who chose to rebalance their portfolios in anticipation of a Labor victory in the Federal election now find themselves at a critical junction: to revert to an Australian equity focus or accept a more balanced portfolio that rejects excess franking ...
FPA moves to improve adviser mental health
ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members.
Advice dealer group shutters
HARRISON WORLEY  |  FRIDAY, 31 MAY 2019
More than 30 financial advisers are left without a home as Spectrum Wealth Advisers shuts up shop.
Advisers wary of unlisted assets: Sunsuper
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
Many financial advisers believe unlisted assets lack transparency and are illiquid, growth investments.
Melbourne advisory launches MDA
HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory.
Financial tech firm refocuses strategy
ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
An ASX-listed financial planning technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning.
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