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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
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...