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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....
In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of the legislation that passed during the government’s last-m...
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....
The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...
Magellan has seen its funds under management surpass $39 billion to the highest volume since August 2023, helped by three fund launches in association with Vinva Investme...
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...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...