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FINANCIAL ADVICE
Financial planning
Another drop in the pass rate for the FASEA exam has shown the industry is going to struggle to give affordable advice to Australians unless it can bring in more talent....
Financial planning
Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. ...
Policy & Regulation
The Australian Securities and Investments Commission has fired a shot over the bows of real estate agents who have been providing ‘advice’ to hard-pressed tenants about a...
Policy & Regulation
The full Federal Court has confirmed the directors of Storm Financial breached their duties, after the original judgement was handed down in August 2016....
Policy & Regulation
Anthony Hilsley failed to provide advice in the best interest of his clients, an investigation by the Australian Securities and Investments Commission found....
Financial planning
UK advisory business deVere Group has moved to a contactless advice service for those clients who are social distancing because of COVID-19. ...
Financial planning
The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...
Financial planning
The Australian Securities and Investments Commission has signalled at least some flexibility around how advisers gain consent from clients to deduct fees from their super...
Financial planning
The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....
Expert Analysis
The financial planning profession is on the cusp of a major growth trajectory as planners and professional associations unite to secure its future, writes Dante De Gori....
Financial planning
Regulation has prompted many financial advisers to leave the industry and has not allowed advice to be scalable, according to Connect Financial Services Brokers....
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....
Financial planning
A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...
Financial planning
Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...
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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...