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PLANNERS
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
Registrations close today for the July exam but sitting next month would give advisers the opportunity to sit again in 2022 if they fail. ...
Financial planning
While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...
Financial planning
A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority is offering advisers a ‘two-thirds discount for experie...
Features
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
Features
In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....
Financial planning
The two organisations representing planners operating under the AMP umbrella – the AMP Financial Planners Association and the Hillross Advisers Association have merged....
Financial planning
The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...
Policy & Regulation
The Tax Practitioners Board has revealed it is investigating the activities of 350 practitioners over suspected “high risk behaviour”....
Financial planning
The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...
Financial planning
The Independent Advisers Association of Australia has urged the Australian Securities and Investments Commission to act on the views of the Royal Commission by reviewing ...
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
Financial planning
Financial planners who breach the industry’s new code of conduct will face the ultimate sanction of exclusion from the industry under arrangements outlined in a new Finan...
Financial planning
Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...
Financial planning
The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...