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Financial planning
Ben Nash of Pivot Wealth and Chris Carlin of Master Your Money Now each took out an award last night at the 2019 AFA Conference....
Financial planning
The Assistant Minister for Superannuation, Financial Services and Financial Services Technology, Senator Jane Hume has again stopped short of giving any undertaking on ex...
Financial planning
The Government has indicated it is sympathetic to financial advisers trying to do the right thing around the Financial Adviser Standards and Ethics Authority requirements...
Features
Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...
Financial planning
The Association of Financial Advisers has recommended to the Australian Securities and Investments Commission that licensees be able to ‘opt-in’ to the recognition of cli...
Policy & Regulation
A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....
Financial planning
Questions have been asked about how and to what degree advisers will be affected when the Australian Securities and Investments Commission chooses to exercise its product...
Financial planning
The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...
Financial planning
The Federal Government has been warned that its loosely-framed legislation risks forcing clients into worse situations when grandfathering ends....
Financial planning
The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....
Financial planning
Intense lobbying by financial advisers has made Federal parliamentarians aware of their problems with the Financial Adviser Standards and Ethics Authority regime but unce...
Features
As advisers battle with the effects of the Banking Royal Commission, education reforms, the banks exiting wealth, and changes to business structures, Hannah Wootton finds...
Policy & Regulation
The New Zealand Financial Services Council has formed a Code of Conduct disciplinary committee to determine sanctions under its self-regulatory regime....
People & Products
The Association of Financial Advisers has launched Pulse, a new community of practice for paraplanners....
Life/Risk
The Association of Financial Advisers has warned that a significant unintended consequence of the Government’s changes to insurance inside superannuation will be an incre...
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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...