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FINANCIAL ADVISERS
Financial planning
Lobbying by financial advisers has revealed that at least some Federal Labor parliamentarians are sympathetic to allowing passage of the legislation necessary to deliver ...
Financial planning
The Association of Financial Advisers has recommended a limited advisory role for the Tax Practitioners Board in the advice space while, at the same time, pointing to maj...
Financial planning
The overall number of planners employed by the top financial planning groups has dropped 10% year-on-year, according to Money Management’s survey....
Expert Analysis
MetLife’s Michael Mulholland on how firms ensure clients want to stay with their adviser and how they can demonstrate value in their work....
Financial planning
There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...
Financial planning
The Australian Securities and Investments Commission has admitted that its earlier pronouncements on ending grandfathered commissions was based on sample-sized data....
Financial planning
There is an urgent need to end the regulatory overlap between the Tax Practitioners Board and the Financial Adviser Standards and Ethics Authority, according to the Finan...
Financial planning
Legislation has moved through Parliament to end adviser grandfathered remuneration with the Association of Financial Advisers arguing that there was no balanced consultat...
Financial planning
Financial services product providers have been urged not to move ahead of the Government’s January, 2021, timeframe in turning off grandfathered commissions....
Financial planning
Financial advisers should not be inadvertently caught up in the Australian Securities and Investments Commission’s tough new life/risk anti-hawking approach just because ...
Financial planning
Financial advisers are facing yet more scrutiny by the Australian Securities and Investments Commission as it drills down on a large number of advice files....
Financial planning
Life insurer TAL is to launch a mental health course for financial advisers to help boost their mental wellbeing amid the stressful Royal Commission changes....
Financial planning
Australians have a sense of security when they seek financial advice from larger institutions and advisers should consider this if looking to move to smaller licensees, w...
Financial planning
New research undertaken by the Australian Securities and Investments Commission has confirmed that consumers who use advisers actually value them, but that the industry r...
Features
The financial services regulator responded to Royal Commission criticism with a ‘why not litigate?’ approach. Jassmyn Goh finds out what this means for advisers and how t...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...