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Accounting
Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....
Life/Risk
Synchron’s Don Trapnell urges risk advisers to counter worst elements of Trowbridge interim report, including five-year responsibility period....
Top 100
BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...
Financial planning
Advisers are expected to exit institutions en masse in 2015, with the product-heavy vertically integrated model facing an “adapt or die” future under the new advice regim...
Financial planning
Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...
Policy & Regulation
The actions of one senator reversing their support for the Government’s Future of Financial Advice (FOFA) reforms will undermine competition in the advice sector, Synchro...
Financial planning
Advisers can still move between licensees and retain trail commissions if licensees agree to act as ‘a good corporate citizen’ and pay advisers no longer in their group....
Superannuation
Advisers may need to rethink their approach to aged care advice. ...
Life/Risk
Risk commissions may be a mis-match for best interests duties, with the current product-driven framework incentivising insurance options that could distract advisers from...
Financial planning
AMP has announced the rationalisation of Genesys with member firms being given the opportunity to transition to other AMP licensees....
Financial planning
Another new start-up hoping to be the TripAdvisor of the financial advice space is encouraging advisers to use its platform to cash in on the poor service of their counte...
Financial planning
It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Financial planning
Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...
Financial planning
Financial advisers to gain access to credit reporting training after Kaplan strikes deal with Australian Retail Credit Association (ARCA)....
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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...