COMPLIANCE
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
Reverse mortgage operator Bluestone Equity Release plans to align with a number of financial services institutions to provide reverse mortgages to the retail market....
Financial planning
An industry review of the Code of Practice on Alternative Forms of Remuneration has found local licensees and planners have adapted well to the disclosure regime....
Financial planning
Western Australian mortgage broker Pauline Murray has become the first to receive a new reverse mortgage accreditation from the Senior Australians Equity Release Associat...
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
Life/Risk
The Australian Securities and Investments Commission has permanently banned the former director of an insurance broking firm from providing financial services after she w...
Financial planning
Financial planners and property investors will need to pay closer attention to the Federal Government’s Capital Gains Tax regime, with an Australian National Audit Office...
Financial planning
In a first for the finance industry, The Risk Store has launched what it calls a ‘webinar’ series covering life risk insurance....
Financial planning
A strong belief in the value of strategy advice rather than product advice, combined with a passion for managing clients’ financial affairs in a proactive manner, helped ...
Financial planning
AXA has reported its Certified Quality Advice program has experienced success, with increasing numbers of financial planning practices opting to work towards achieving th...
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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...