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FINANCIAL ADVISERS
Financial planning
General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...
Financial planning
AIA Australia has launched a web-based, self-service portal aimed at simplifying insurance administrative needs for financial advisers....
Policy & Regulation
Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....
Financial planning
There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....
Financial planning
CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....
Superannuation
The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...
Financial planning
If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....
Financial planning
New research has revealed changing client attitudes towards wealth management, with advisers needing to become financial therapists rather than asset allocators....
Financial planning
The Government is proposing to extend the amount of time existing advisers will need to reach degree-equivalent status and to pass the new exam requirement....
Financial planning
Limited financial advisers should not need to complete a full financial planning bachelor degree, Mentor Education believes....
Financial planning
Planners employed by superannuation funds are almost twice as likely to believe they should earn more than $300,000 a year than others in the industry....
Financial planning
There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...
Financial planning
Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....
Financial planning
Financial advisers will need to up their information security game as sophistication and stealthy nature of information attacks have increased, according to Midwinter....
Financial planning
Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....
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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,...