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FINANCIAL ADVISERS
Editorial
Advisers are in the business of keeping their clients calm, but what happens when their own mental health is in question? Craig Parker asks....
Financial planning
BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....
Top 100
Getting the right balance between having a good product, strong relationships with financial advisers and quality service has been key to the success of Clearview's LifeS...
Financial planning
Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....
Financial planning
ASIC chairman, Greg Medcraft admits he's fired up and heartbroken over bad financial planners. ...
Financial planning
SPAA is pleased the Federal Government will include qualifications and professional association membership of financial advisers in the register, albeit not until March 2...
Financial planning
The AFA has sought to correct a daily newspaper article which claims advisers can obtain a Fellow Chartered Financial Practitioner (FChFP) designation without completing ...
Financial planning
ASIC has reiterated its calls for a national exam stating that recent changes around education still did not guarantee a consistent national standard for advice....
Policy & Regulation
A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....
Financial planning
Consumers have high regard for financial advisers’ “technical abilities”, but their trust in the profession has been shaken in recent months, new research reveals. ...
Financial planning
Emotional Intelligence is increasingly becoming a critical skill set for advisers, not just to improve client relationships, but to stay in business, Wayne Lear writes....
Financial planning
Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...
Policy & Regulation
Planners are accused of hanging on to horse and cart in their resistance to FOFA changes....
Financial planning
Financial advisers need to pay close attention to the mental health of their colleagues and clients, Affinia general manager, Craig Parker believes....
Financial planning
A former financial adviser has been jailed after being found guilty of stealing shares worth almost $1.5 million to meet margin calls on his mother’s margin lending accou...
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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,...