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INDUSTRY NEWS
Defence Housing Australia which has promoted itself heavily in the financial adviser community is currently the subject of an AFP investigation....
INDUSTRY NEWS
Consumers’ desire for convenience means that typical nine to five hours are no longer suitable with clients seeking advice outside the traditional working day, YBR believ...
INDUSTRY NEWS
Lewis Anthony Wright Fellowes allegedly obtained money from his clients’ margin loan accounts and used the money for his own use....
INDUSTRY NEWS
Retirement planning is making up a greater proportion of planners’ workload and they are looking for platform tools to make life easier....
INDUSTRY NEWS
Former Genesys managing director, Tim Steeel, appointed general manger of NAB Financial Planning....
INDUSTRY NEWS
Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....
INDUSTRY NEWS
AMP Capital announces management restructure resulting in departure of Sharon Davis....
INDUSTRY NEWS
It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....
INDUSTRY NEWS
ASIC has released a consultation paper on guidance for robo-advice providers, highlighting that licensees should appoint human advisers to monitor and test digital advice...
INDUSTRY NEWS
Mercer’s Western Sydney clients will now have access to on-the-ground financial advisers as they expand their team to Parramatta....
INDUSTRY NEWS
The Australian Prudential Regulation Authority chairman, Wayne Byres says recent events have drawn the regulator's attention to corporate culture in the life/risk sector....
INDUSTRY NEWS
More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...
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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...