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FINANCIAL ADVISERS
Financial planning
Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....
Financial planning
AMP Banking is set to launch in the UK, distributing its products through Pearl's network of financial advisers....
Financial planning
Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...
Financial planning
Mercantile Mutual managing director Rod Atfield has lashed out at the short-term greed mentality of investors and financial advisers....
Financial planning
The Australian Securities and Investment Commission (ASIC) will gain sweeping powers to ban advisers under CLERP 6 draft legislation, according to an industry lawyer....
Financial planning
Commissions paid on life insurance products will inevitably move to level com-missions, according to a visiting financial planning expert....
Financial planning
KPMG has entered the property research market with the launched of the Proper-Risk service aimed at financial advisers....
Financial planning
AMP Banking is set to launch in the UK, distributing its products through Pearl’s network of financial advisers....
Financial planning
American author Robert Kiyosaki has thrown down the gauntlet to educators, including financial advisers, challenging them to find ways in which to educate the young about...
Policy & Regulation
With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...
Financial planning
Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...
Financial planning
Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....
Financial planning
It is interesting to see how, despite the temporary dictates of current fashion, certain values always come into their own. Right now “trust” is an old fashioned value of...
Financial planning
Real estate agents will be regulated under the same regime as financial advisers when offering financial advice to clients....
Financial planning
The Association of Financial Advisers (AFA) is claiming a “partial victory” on the issue of commission disclosure as outlined in the Financial Services Reform Bill (CLERP...
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Podcast
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...