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COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....
Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations Act are some of the key areas where exam takers are strug...
Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliat...
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Five leading asset management names have signed up to an initiative supporting the goal of net zero greenhouse gas emissions by 2050. ...
Over 14,850 have now passed the exam, almost three-quarters of the advisers on the Financial Adviser Register. ...
Former Association of Financial Advisers chief executive, Phil Kewin, has been appointed as chief executive of the National Insurance Brokers Association....
Seven new partners have been added across its Adelaide, Brisbane, Melbourne and Sydney businesses....
Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....
Advisers are grappling with the ‘scarcity of sustainability’ in portfolios as they find a smaller universe of investments for clients seeking sustainable options....
The bank will sell its life insurance arm to Fidelity Life Assurance Company in its latest step to simplify the business....
Centrepoint Alliance has lost most of the adviser roles it expects to lose and it expects only a small cohort to drop-off at the end of the year....
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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?...