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Financial planning
The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....
Financial planning
The AFA has released its advice competency framework whitepaper at the 2017 conference, highlighting the need for advisers to focus on soft skills, not just technical....
Financial planning
Map My Plan and the AFA have entered into a deal that would allow AFA adviser members to sign up to the firm’s digital advice services for their clients....
Financial planning
Three-quarters of advised Australians believe the advice they received outweighed its cost as advisers are helping them achieve their financial goals and retirement drea...
Financial planning
The AFA will release its Financial Advice Competency Framework at its conference this week, in which it outlines the skills and attributes required by advisers....
Financial planning
ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...
Financial planning
Planners are switching insurers at record levels, while many advisers are seeking additional support to expand their life insurance advice....
Financial planning
Most Australians trusted their financial adviser over their financial institutions, while there was disconnect between their risk appetite and expected returns....
People & Products
National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....
Financial planning
Even well-meaning financial planners may not always be competent to advise on complex superannuation issues, according to a submission filed with the Productivity Commis...
Financial planning
The AAT has granted a stay of a permanent ban of a former RI Advice Group adviser after finding the adviser had not acted dishonestly in the intervening five years since ...
Life/Risk
TAL has launched an education course to help advisers better understand the category that represents the largest claims category, cancer....
Financial planning
The Australian Securities and Investments Commission has confirmed it is probing the quality of advice provided around self managed superannuation funds, including with r...
Features
Sherise Mercer explores what wealth firms need to consider to evolve their focus on the client experience, their operating model, and staff development to retain and grow...
Financial planning
Mortgages should be deemed financial products under the Corporations Act requiring the provision of licensed advice, according to actuarial consultancy, Rice Warner....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...