FINANCIAL ADVICE

Financial planning

There needs to be mechanisms in place to encourage Australians to understand investment risks they are taking and to consider other forms of protection, industry associat...

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Financial planning

In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....

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Financial planning

Advisers need to leave the noise of 2021 in the past and focus on growth, recruitment, and building efficiencies in their businesses, according to Countplus....

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Financial planning

The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...

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Financial planning

If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....

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Policy & Regulation

The corporate regulator’s financial advice hub aims to be a single repository to help industry participants more easily find information....

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Financial planning

Advisers giving limited advice will need to explain what advice they cannot provide and the implications to fulfil best interests duty....

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Financial planning

The registration of financial advisers under the Better Advice Act will occur in two stages with the second commencing once the register transitions to the Australian Tax...

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Financial planning

Simplifying advice costs and tackling the difference between ‘advice’ and ‘general information’ are steps that will be a “giant leap forward” for the advice industry, acc...

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Financial planning

Financial advisers who have their value proposition based on strategy and investment, and do not outperform benchmarks are in trouble and will find their business will st...

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Financial planning

As existing advisers continue to leave, the industry needs to keep promoting the benefits of being an adviser, according to TAL....

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Financial planning

Financial advisers have an opportunity to create value by taking more responsibility in the investing process and lowering costs at the same time, according to Financial ...

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Financial planning

Four associates and a lawyer have been charged with criminal offences after Members Alliance and Benchmark groups collapsed with the corporate regulator alleging the grou...

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Financial planning

Asked during a Parliamentary committee, Fiducian says reading the financial press is not a substitute for receiving professional financial advice. ...

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Financial planning

Career break is unlikely to be a reason to give relief on professional standards, according to guidance from the corporate regulator, and an industry association has call...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 4 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 5 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 4 days ago