Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administrat...
The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....
There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...
A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years....
ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August....
Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....
Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....
Inappropriate advice relating to SMSFs has been identified as a pain point for the advice industry, with professionals claiming these vehicles can draw out “the worst of ...
Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....
ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee too...
The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details...
Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...
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...