A senior financial services lawyer has warned that managed accounts may equate to the selling of in-house assets in the eyes of the Australian Securities and Investments ...
The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need for a Letter of Engagement on financial (tax) advisers is ...
The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...
A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...
The Association of Financial Advisers has warned that not enough financial advice experience and understanding has been applied to developing the Financial Adviser Standa...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...