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FINANCIAL ADVICE
Financial planning
Compliance experts have warned there is potential for the experience pathway to be abused if licensees fail to check whether an individual has the necessary 10 years’ exp...
Financial planning
Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...
Financial planning
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
Financial planning
Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....
Financial planning
Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
Financial planning
Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...
Financial planning
Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...
Financial planning
Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....
Financial planning
With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...
Financial planning
Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Adv...
Financial planning
The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...
Financial planning
The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advi...
Financial planning
Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....
Financial planning
Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....
Financial planning
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...