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PHIL ANDERSON
Financial planning
Existing clients should be asked whether they see value in financial advice reforms and whether they are happy to be paying more for those protections, the Association of...
Financial planning
Many of the remaining Hayne Royal Commission recommendations will do nothing more than harm and damage ordinary Australian consumers, a member of a parliamentary committe...
Financial planning
Indirect costs associated with the corporate watchdog’s levy has risen to $24.5 million and these costs are closely related to the increased spending on litigation fundin...
Financial planning
There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...
Features
It has been three years since the Royal Commission but, Chris Dastoor writes, financial advisers are still being held in poor light by politicians despite a low level of ...
Financial planning
The corporate and prudential regulators guidance on advice for superannuation trustees warns trustees about trusting financial advisers....
Expert Analysis
Phil Anderson writes how advisers can be supported in the in the run up to the FASEA exam deadline as this can be a stressful period for those yet to pass....
Financial planning
Industry associations have welcomed the one-off exam measure but would have liked the extension to have included those who had experienced significant events that had pre...
Financial planning
With the ongoing fee arrangement obligations coming into place in two weeks, the corporate regulator needs to explain its guidance surrounding ‘consent’ on the payment of...
Financial planning
If existing advisers are classed as “ceased” by the end of 2021 and have not passed the FASEA exam they will not be classified as a ‘new entrant’ in 2022 if they want ret...
Financial planning
Advisers who want to continue in the industry should do everything they can to pass the exam this year as it is not clear whether they will be able to sit an exam next ye...
Policy & Regulation
Advisers look likely to be given more flexibility around the new fee disclosure statement rules following strong lobbying around flaws in the existing proposed arrangemen...
Financial planning
Grandfathered arrangements may have ended on 31 December, last year, but many clients and potential clients are only now getting some hard news from advisers about what a...
People & Products
Cameron Burne has been appointed general manager – partnerships for the Association of Financial Advisers....
Financial planning
The Australian Securities and Investments Commission was never really empowered to seriously change the status of ‘general advice’ when Government reviews were on foot....
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MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...