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Financial planning

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

Financial planning

The high cost of life insurance transactions will see the global life companies packaging risk products with other products, says Association of Financial Advisers presid...

Financial planning

The new training requirements being proposed for life agents under the Financial Services Reform Bill (FSRB) were described as “garbage” by Association of Financial Advis...

Financial planning

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

Financial planning

John Hibberd has drawn the curtains on his three year tenure as president of the Association of Financial Advisers (AFA). ...

Financial planning

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...

Financial planning

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...

Financial planning

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Financial planning

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Financial planning

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

Financial planning

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

Financial planning

The Association of Financial Advisers (AFA) is claiming a “partial victory” on the issue of commission disclosure as outlined in the Financial Services Reform Bill (CLERP...

Financial planning

Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...

Financial planning

Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...

Financial planning

The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago