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FINANCIAL ADVICE
Financial planning
Non-advised clients were more likely to switch their investments to cash or increase cash allocations during the pandemic than advised ones, according to the Australian S...
People & Products
Financial adviser social network, XY Adviser, is launching its first equity crowd fund to allow members to own a piece of the firm. ...
Superannuation
Cutting red tape for financial advice will aid the economic recovery post-COVID-19 pandemic, says the SMSFA....
Financial planning
The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected. ...
Expert Analysis
The recent market volatility has highlighted the benefit of receiving financial advice to clients and demonstrated the value they can add, writes Mike Wright....
Financial planning
The cost of IOOF providing advice to members of its core superannuation multiplied by almost eight times in the past 10 years....
Financial planning
The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...
Financial planning
The personal aspect of the COVID-19 pandemic has highlighted the positive aspects of receiving financial advice, after the sector faced scrutiny in the Royal Commission....
Policy & Regulation
It has now called on the Senate to pass the FASEA extension bill, now that the Government has removed the exemption that allows stamping fees on listed investment entitie...
Financial planning
Financial advisers should know that the Financial Adviser Standards and Ethics Authority code of ethics was ultimately the work of the collective skills of FASEA manageme...
Financial planning
Financial advisory group deVere has seen a 24% rise in new clients as they navigate volatile global stockmarkets and a potential decrease in their savings....
Financial planning
Institutional investment consultancy, Jana, has announced an expansion into the retail market with the provision of managed account services to financial advice and priva...
Financial planning
FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...
Financial planning
A lawyers group is urging the Federal Government to speed up the implementation of a Compensation Scheme of Last Resort arguing that past bad advice is only now coming ho...
Policy & Regulation
The Tax Practitioners Board has cleared the way for BAS agents to give advice around the Government’s new JobKeeper payment and cashflow support for businesses. ...
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MARKET INSIGHTS
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...