The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....
The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...
The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....
The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority to give greater weight to further education and CPD when assessing th...
The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...
Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....
The Australian Securities and Investments Commission has told a Parliamentary Committee it is funded and willing to pursue bannings in the financial adviser space....
The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...
The irony of the Royal Commission is that it will make life much harder for the Australian consumer when they want to get a mortgage, Finch Financial says....
Nicholas Grove finds that when setting upon the task of constructing a robust investment portfolio, many investors may realise the biggest risks they face may not be thos...
As the financial planning industry moves towards a goals-based, client-centric model, Anastasia Santoreneos investigates why it’s taken so long, what the expectations are...
Graeme Colley looks out how $10,000 savings can be fully maximised from a tax perspective when used to bolster a couple’s superannuation savings....
Arnie Selvarajah, CEO, Bell Direct, tells the Future of Wealth Management conference that the next generation of advisers must become mentors to clients. ...
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
As Centrepoint Alliance announces a net loss of $6.3 million after tax for FY18, the firm has said it is launching a new strategy focused on strengthening its medium to l...
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 ...