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Financial planning
A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority is offering advisers a ‘two-thirds discount for experie...
Features
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
Features
In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....
Financial planning
Financial advisers should know that the Financial Adviser Standards and Ethics Authority code of ethics was ultimately the work of the collective skills of FASEA manageme...
Financial planning
Financial advisers have been lumped in with people the Australian Securities and Investments Commission alleges are involved in inappropriate behaviour around superannuat...
People & Products
LJ Collyer, Marietta Gibbs and Chris Hestelow have been placed into new roles in the asset management firm’s distribution team. ...
Financial planning
Another drop in the pass rate for the FASEA exam has shown the industry is going to struggle to give affordable advice to Australians unless it can bring in more talent....
Financial planning
Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. ...
Policy & Regulation
Tax agents and advisers have been warned against trying to manipulate the business and employment policy changes put in place by the Government to deal with COVID-19....
Financial planning
Synchron has announced the launch of its weekly virtual catch up series to help advisers adapt and conduct business during COVID-19 pandemic. ...
Financial planning
Advisers should not be tainted by media reports that they are using stamping fees as a remuneration loophole, according to the Association of Financial Advisers. ...
Financial planning
The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...
Policy & Regulation
The exit of the big banks and the consequent net outflows from the big institutional platforms is playing to the strengths of specialist platform providers....
Financial planning
Money Management is seeking feedback from advisers on their thoughts and impressions of the FASEA exam, whether they have sat it or plan to....
Policy & Regulation
Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...
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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...