advisers

Financial planning

Advisers should assume worst-case scenario on FASEA timeframes

Advisers would do well to assume worst-case scenario outcomes when it comes to extending the Financial Adviser Standards and Ethics Authority deadlines, according to weal...

Financial planning

AFA recommends limited adviser role for TPB

The Association of Financial Advisers has recommended a limited advisory role for the Tax Practitioners Board in the advice space while, at the same time, pointing to maj...

Financial planning

Are advisers able to satisfy client needs for aged care?

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...

Financial planning

Centrepoint looks to grow adviser numbers

Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....

Financial planning

Easton’s profit up by 54%

Easton Investments has announced 54 per cent growth in its statutory profit and 17 per cent growth in underlying profit due to an uplift in the number of advisers....

Financial planning

AMP strategy – fewer more productive advisers

AMP Limited has outlined its $1 billion strategy remake entailing fewer, more productive advisers and different approach to buyer of last resort....

Financial planning

Do advisers face being squeezed out of super?

Will changes to default superannuation arrangements combine with changes to income streams serve to squeeze many advisers out of the superannuation market?...

Financial planning

The advice/accounting convergence – good or bad?

Is there an advice/accounting convergence underway and is it something advisers want?...

Financial planning

Planning/accounting convergence predicted in post-RC world

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

Financial planning

Degree qualified advisers still alarmed by FASEA pathways

A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...

Financial planning

Advisers significantly impacted by PC

Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....

Financial planning

PC calls for higher SMSF advice standards

With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...

Policy & Regulation

Has FASEA devalued prior experience?

The Association of Financial Advisers has expressed concern at the impact of the Financial Adviser Standards and Ethics Authority denying higher education providers the r...

Financial planning

Advised investors have ‘significant advantage'

Advised investors have a significant advantage over their non-advised peers, according to Legg Mason’s 2018 Global Investment Survey. ...

Financial planning

Planners more asset allocators than stock pickers

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...