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Financial planning
National Australia Bank and MLC Limited were prepared to rely on the attestations of their financial advisers to help determine whether to refund clients on the basis of ...
Financial planning
Younger Australians are shying away from seeking professional financial advice following the Royal Commission and this could cost the broader economy dearly, fund manager...
Financial planning
The SMSF Association has backed a Productivity Commission recommendation to rename “general advice” in circumstances where the information provided to clients by some adv...
Financial planning
The Financial Adviser Standards and Ethics Authority has made clear it will not tolerate any blurring of the status of trainee advisers, with planning firms needing to ma...
Financial planning
The Association of Financial Advisers has warned that the Financial Adviser Standards and Ethics Authority is at an inflection point and may have already lost the hearts ...
Financial planning
Letters sent to the clients of some Dover advisers reveal that 7 July looms as the day they lose platform access unless they have found a new licensee....
Financial planning
The Australian Securities and Investments Commission has removed any lingering doubts about the future of Dover financial and its principal, Terry McMaster, but has left ...
Financial planning
New analysis from Adviser Ratings has confirmed that more than 40 per cent of Dover advisers were recruited from the major bank licensees, AMP or IOOF....
Financial planning
The Association of Financial Advisers is arguing that advisers who will be aged 55 or over as at 31 December, 2023 should not have to climb the same education mountain as...
Financial planning
Self-licensed planners who want to exit the industry in the current Royal Commission/FASEA environment should not be penalised by unrealistic license cancellation fees, a...
Financial planning
The second Netwealth AdviceTech research report has shown that technology adoption and implementation among advice practices is cause for concern....
Financial planning
The Federal Treasury’s position paper dealing with the Government’s retirement income covenant has specified a positive role for planners in helping develop personalised ...
Financial planning
Over 17,000 advisers may need to complete further education under the Financial Adviser Standards and Ethics Authority’s reforms, including 1,000 who are close to retirem...
People & Products
Publicly-listed insurer, ClearView, has launched an online payment facility enabling financial advisers to charge a flat fee for insurance advice. ...
Funds management
Emerging market funds have actually out-performed the S&P/ASX 200 index over the past three years, but participants in Money Management’s January Investment Analyst webin...
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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...