Financial Planning
Gender diversity in advice dormant
JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers.
More than half of advisers without association membership
JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
Latest research suggests more than half of the financial advisers in Australia are not affiliated with any industry association, despite the impending professional standards reform.
Managed accounts provider enters crowdfunding
DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
ASIC has granted a variation to the AFSL of a managed accounts provider, allowing it to provide an equity crowdfunding service.
Westpac admits it didn't take FoFA seriously
KANIKA SOOD  |  WEDNESDAY, 7 NOV 2018
Westpac said while implementing the Future of Financial Advice reforms, it did not embed strong enough controls and record-keeping to police fee-for-no-service advice.
Practifi continues growth trajectory
JAMIE WILLIAMSON  |  TUESDAY, 6 NOV 2018
Practifi entered a strategic partnership with a Sydney-based regtech to help financial advisers ensure their Statements of Advice are compliant.
Advisers choose their own journey on BT hub
DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The ability to select adviser services on an as needed basis will be the key ingredient to growth in BT Financial Group's newly-launched adviser hub.
FPA and AFA aim to administer adviser standards
DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The Financial Planning Association of Australia and the Association of Financial Advisers are putting cases forward to manage adviser compliance schemes resulting from the industry's new education and ethics standards.
Former adviser jailed, ASIC posts FY18 stats
KARREN VERGARA  |  THURSDAY, 1 NOV 2018
A former Professional Investment Services financial adviser has been jailed for dishonesty following an ASIC investigation.
NAB signals more bad advice remediation
KARREN VERGARA  |  THURSDAY, 1 NOV 2018
Among its FY18 results, National Australia Bank flagged that bad advice and fees for no service remediation will continue to dampen its future financial performance.
Advice group continues education standards preparation
DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry.
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