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Financial planning
Can advisers convert grandfathered commissions to adviser service fees? Maybe. And the Association of Financial Advisers has provided a decision-tree to help its members ...
Financial planning
Advisers have been urged to be mindful of the Treasurer, Josh Frydenberg’s move to impose 12-monthly opt-in and fee disclosure arrangements....
Financial planning
Financial advisers have been provided with an advocacy pack aimed at convincing politicians to slow-down the rate of change being imposed on the financial planning indust...
Features
Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...
Financial planning
Financial advisers should not be inadvertently caught up in the Australian Securities and Investments Commission’s tough new life/risk anti-hawking approach just because ...
Financial planning
The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...
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....
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
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
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....
Financial planning
The Financial Services Council has called on the Government to use a review of the Tax Practitioners Board to align and streamline the financial planner regulatory regime...
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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...