Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....
The FPA is calling for Tax Agent Services Act (TASA) amendments to be sent off to a committee and possibly deferred for another six to 12 months, following the tabling of...
AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Clients with mainly cash holdings not enough to sway ASIC on planner PI requirements....
The inclusion of specific funding for the Tax Practitioners Board sees the FPA writing to the Government for another extension....
It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...
Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....
ANZ’s half-year results reveal growth in both planner numbers and planner productivity....
Countplus chairman Barry Lambert points to new strategy and possible listing as ultimately benefiting younger principals....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...