Perpetual's senior portfolio manager Vivek Prabhu has won a Hugh DT Williamson Performance Scholarship, presented by the Financial Services Institute of Australasia....
SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....
Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....
Study reveals Australian advisers are offering highly competitive products when compared to their overseas counterparts....
van Eyk Research has sent out a word of caution to investors in global equities, warning them that fund managers who performed well in last year's risk-averse markets cou...
The Administrative Appeals Tribunal has affirmed ASIC's decision to ban former Commonwealth Financial Planning adviser Don Nguyen from providing financial services for se...
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....
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...