Larissa Tuohy
News by this author
05 Oct
It is my experience that the most common complaint arises from a misreading of the client. And isn’t it always the case that nobody complains about good secure returns bu...
23 Sep
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
15 Sep
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
15 Sep
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
15 Sep
The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...
13 Sep
Emerging markets offer investors stronger growth and less volatility than developed economies, according to a new report from van Eyk Research....
08 Sep
Aviva has been named Risk Company of the Year in the Money Management/Dexx&r Adviser Choice Risk Awards 2005....
08 Sep
The demand for trainee advisers is increasing, according to the latest Hays Banking Quarterly Recruitment Forecast....
31 Aug
RetireInvest has updated the SOA templates used by advisers, reducing documents to around 30 pages....
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ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
5 days 14 hours ago
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
1 week 3 days ago
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
2 weeks 1 day ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...