POWERED BY MOMENTUM MEDIA
PHIL ANDERSON
Financial planning
Extraordinary circumstances call for a changed regulatory approach says AFA....
Financial planning
Both advisers and their clients are opting for telephone and screen-based consultations amid growing fears around transmission of the coronavirus....
Financial planning
AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for mortgage brokers, advisers were still better prepared f...
Financial planning
Financial advisers are facing significant extra hours of work to transition clients across to annual renewals....
Financial planning
Proposed new legislation would have the effect of compelling advisers or licensees to breach report competitors if they believed something adverse was happening....
Financial planning
How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...
Financial planning
Amid concern and confusion around how the Australian Securities and Investments Commission yearly opt-in and fee disclosure will work, adviser groups are urging flexibili...
Financial planning
The Financial Adviser Standards and Ethics Authority has been accused of exceeding its legislative remit with a resulting detriment to financial advisers....
Financial planning
With financial planning groups meeting with the Financial Adviser Standards and Ethics Authority today, the Association of Financial Advisers has sent a message that issu...
Financial planning
The Association of Financial Advisers has accused the Financial Adviser Standards and Ethics Authority of unilaterally seeking to rewrite the law and thereby placing 57% ...
Financial planning
The Association of Financial Advisers has called for the release of key consultation submissions and for greater clarity around the detail of the Government’s legislation...
Financial planning
The findings and recommendations of the Royal Commission cannot be left to go unchallenged in circumstances where the outcome was far from perfect and, in some circumstan...
Financial planning
The 'weaponisation of compliance' is bringing up wider problems with licensees, not just a few individual bad apples. ...
Features
Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...
People & Products
WealthO2 has appointed Phil Anderson as national business development manager to meet growing demand for the company’s adviser platform alternative....
Never miss the latest news and developments in wealth management industry
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...