FINANCIAL ADVICE

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. ...

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. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

5 days 14 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 1 day ago