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ADVICE
Financial planning
The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....
Financial planning
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...
Policy & Regulation
The Australian Securities and Investments Commission has confirmed 10 financial advice misconduct criminal cases are before the courts with six civil cases also yet to be...
Financial planning
Australia is well placed for innovation in advice technology as the impacts of the Royal Commission have softened with time, according to Ignition Advice....
Financial planning
Taking a holistic approach to overall client wellbeing and technology adoption will be crucial for successful planning firms....
Financial planning
While 2022 is showing the continuation of a surge of new advisers, it is not enough to offset those leaving the industry, according to Wealth Data....
People & Products
Iress has announced changes to its client-facing commercial team in Australia and New Zealand with Tizzy Vigilante and Kirsty Gross stepping away from the business. ...
Financial planning
Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requir...
Financial planning
While firms have used more technology during the pandemic, there are still tools such as data management that could be better utilised by financial advisers. ...
Financial planning
The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...
Funds management
In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...
Financial planning
The Financial Services Council is hoping the Quality of Advice review will chart the course to end two decades of regulatory encroachment on the advice industry....
Financial planning
Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the professional year as hundreds exit the indus...
Financial planning
There is an expectation that the total number of advisers will drop to 17,200 in January, and thereafter to between 15,000 and 16,000....
Financial planning
Potential adviser recruits are looking for practices that can mentor them, have technical training on hand, but also give back to the community....
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Podcast
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...