THE ADVISERS ASSOCIATION

Financial planning

In a never-ending saga, the case management hearing to settle on the final sum for the AMP BOLR class action has been delayed for the third time....

Financial planning

There is room for more flexibility in the financial advice exam, according to FAAA chief executive Sarah Abood, and the organisation is advocating for this to be improved...

Financial planning

The decision by AMP to pay $100 million in settlement to members of the Buyer of Last Resort class action has been welcomed as providing closure, but one adviser told Mon...

Financial planning

The Advisers Association has expressed disappointment at AMP’s decision to appeal the BOLR verdict while AMP’s Matt Lawler says he hopes mediation will reach “an outcome ...

Financial planning

According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the...

Financial planning

Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...

Financial planning

The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....

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Financial planning

The Advisers Association says it is “extremely unfair” that well-qualified, experienced, professional advisers have to go through more hoops than finfluencers to provide ...

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Expert Analysis

Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil ...

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Life/Risk

Commission should continue to be offered on insurance advice, according to The Advisers Association, and current commission rates are too low which was causing advisers t...

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People & Products

The Advisers Association has announced the appointment of Bill Beimers as its new chair....

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Expert Analysis

There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...

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Expert Analysis

As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdona...

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Financial planning

The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....

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Financial planning

The two organisations representing planners operating under the AMP umbrella – the AMP Financial Planners Association and the Hillross Advisers Association have merged....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 19 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago