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Financial Planning

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL).

Inalytics develops new data-driven model

CASSANDRA BALDINI  |  WEDNESDAY, 20 JUL 2022
Inalytics has developed a skills-based data model that allows pension funds and other institutional asset owners to effectively and efficiently screen and monitor asset managers.

CFA exam results improve

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
The CFA Institute has released its latest exam results, with a promising pass rate of 38% for its Level 1 exam.

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
Count Financial has announced Moore Wealth Advisers as the latest firm to join its national advice community.

ANZ to purchase Suncorp Bank for $4.9bn

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
ANZ has agreed to acquire Suncorp's banking arm for $4.9 billion, calling it a vote of confidence in Queensland's future.

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
About 80% of consumers who have never accessed financial advice don't believe there is any value in it, according to a new study from University of South Australia which calls for the introduction of a government-funded rebate for advice.

Equity Story plans to throw finfluencers a lifeline

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
Equity Story Group has acquired news and arts media company A Rich Life, and plans to throw finfluencers a lifeline following crackdown.

Don't forget: Adviser exam deadline looms

CHLOE WALKER  |  MONDAY, 11 JUL 2022
ASIC has issued a reminder to all financial advisers who were eligible for the deadline extension but are yet to pass its exam that this month's sitting is their last chance.

Companies' ESG efforts improve

CASSANDRA BALDINI  |  THURSDAY, 7 JUL 2022
ESG focus across global companies is up by almost 8% in response to regulatory and investor pressure, report states.

Chorus of self-interest in financial advice: SCA

JAMIE WILLIAMSON  |  WEDNESDAY, 6 JUL 2022
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".