The rising cost of financial advice along with a change in demographics has led to more clients only wanting advice to solve particular issues rather than ongoing advice....
Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....
Financial advisers have been making more of a distinction between accumulation and decumulation portfolios but these approaches are largely ad-hoc with little way of indu...
The Corporations Act still dictates that the sale of a product remains integral to the definition of financial advice and regulating around that fact is like trying bang ...
The corporate regulator’s decision to ignore the problem with the term ‘general advice’ will continue to confuse consumers, according to the Financial Planning Associatio...
According to the Association of Financial Advisers, this will help make advice accessible for lower income clients....
Senator Jane Hume announced the FSC Life Insurance Summit that Treasury will assume control, merging it with the quality of advice review....
Providing financial advice has managed to stand the test of time, writes Michael Pillemer, despite the rollercoaster of changes which have affected the industry in recent...
The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that needed advice due to the impact of COVID-19 has been ...
Responding to adviser submissions, the Australian Securities and Investments Commission has confirmed it is considering providing regulatory relief so that advisers can p...
Link Group’s partnership with the fintech firm aims to help customers prepare for retirement through affordable financial advice and to help them through their Age Pensio...
In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Ezzat-Daniel Nesseim has been charged with 16 offences and the corporate regulator alleged that he gave false answers and information under oath....
The offering is a phone-based conversation to cover super contributions, insurance, and investments for AMP’s Super Directions Fund members....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...