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FINANCIAL ADVICE
Expert Analysis
Providing financial advice has managed to stand the test of time, writes Michael Pillemer, despite the rollercoaster of changes which have affected the industry in recent...
Financial planning
The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that needed advice due to the impact of COVID-19 has been ...
Financial planning
Responding to adviser submissions, the Australian Securities and Investments Commission has confirmed it is considering providing regulatory relief so that advisers can p...
People & Products
Link Group’s partnership with the fintech firm aims to help customers prepare for retirement through affordable financial advice and to help them through their Age Pensio...
Financial planning
In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...
Financial planning
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Financial planning
Ezzat-Daniel Nesseim has been charged with 16 offences and the corporate regulator alleged that he gave false answers and information under oath....
People & Products
The offering is a phone-based conversation to cover super contributions, insurance, and investments for AMP’s Super Directions Fund members....
Life/Risk
In a similar way to mortgage brokers, life/risk advisers are going to have to make their case if they want to retain commission-based remuneration structures....
Policy & Regulation
A senior Federal Opposition frontbencher has fired a shot over the bows of the Australian Securities and Investments Commission warning that well-intentioned legislation ...
Financial planning
The annual renewal will lead to unintended consequences which will have negative implications for financial advice practices and flow on effects in terms of extra cost an...
Financial planning
CountPlus boss, Matthew Rowe, has forewarned shareholders to be ready to feel the revenue effects of the removal of grandfathering and product rebates but has claimed the...
Financial planning
Almost one-in-two licensees are handing it back within five years and active advice is likely the only viable business model, according to Encore Advisory Group....
Financial planning
A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....
Financial planning
Increasing compliance burden, technology advancements, fee scrutiny, and questions on the benefit of advice have led the industry to lose one-third of advisers over the n...
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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...