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FINANCIAL ADVICE
Financial planning
FAAA chief executive, Sarah Abood, has warned changes in the first tranche of the QAR legislation around advice fees documentation could create more work for advisers rat...
Financial planning
The second CSLR levy period payable by financial advisers could increase to as much as $39.4 million if AFCA processes all DASS complaints by March 2025....
Financial planning
The proportion of new entrants who decide to remain in the financial advice profession is on the rise but overall numbers are still insufficient, according to Wealth Data...
Expert Analysis
Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need....
Expert Analysis
The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...
Financial planning
Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to the...
Financial planning
Money Management explores which actions the Financial Services and Credit Panel is taking when it considers the outcomes of cases. ...
Financial planning
The development of a broad array of innovative products should not be first priority for the industry when it comes to retirement and could drive up the cost of financial...
Financial planning
What has happened in the financial advice space over the 100 days since Minister for Financial Services, Stephen Jones, announced the government’s final response to the Q...
Financial planning
The Compensation Scheme of Last Resort has determined the estimates for the first and second levy periods, including the proportion payable by financial advisers, ahead o...
Financial planning
The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....
Financial planning
Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...
Financial planning
Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...
Financial planning
The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...
Financial planning
Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
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Podcast
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...