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Passionate paraplanners are incorporating colourful flow charts and even photographs of Teslas into Statements of Advice to support the adviser-client relationship....
Less than 10% of women report they are “well prepared” for their retirement while retirement satisfaction has declined for all categories, according to CoreData....
There has been a steadying of adviser numbers this week as it reports gains following initial high numbers of exits after the financial adviser exam deadline....
Less than half of millennials and Gen-Z say they would be open to using a financial adviser in the future, according to Findex, despite $3.5 trillion expected to transfer...
ASIC has placed an interim stop order on offers from Finnia Income Ltd in response to deficiencies in the issuer’s target market determination....
The Big Four banks have reported combined cash earnings of $28.5 billion but signs are pointing towards challenging conditions, according to EY and KPMG....
Michelle Levy, reviewer of the Quality of Advice Review, has defended her proposals to allow superannuation funds and banks to provide financial advice. ...
Assistant treasurer, Stephen Jones, has outlined the Government’s intentions to strengthen the superannuation system, stating an objective is needed followed by discussio...
The corporate regulator has confirmed the number of breaches that were reported to it by another licensee following its exclusion from an earlier data report....
The FPA and AFA have confirmed the timing for a vote on a potential merger between the two parties. ...
Westpac has confirmed the potential sale of the Asgard and BT Panorama platform is still a consideration as funds under administration on BT Panorama declines 8%....
Kaplan Professional and BlackRock have launched a short course on exchange traded funds designed for financial advisers....
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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...