FINANCIAL ADVICE
Financial planning
The rising cost of financial advice along with a change in demographics has led to more clients only wanting advice to solve particular issues rather than ongoing advice....
Expert Analysis
Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....
Financial planning
Financial advisers have been making more of a distinction between accumulation and decumulation portfolios but these approaches are largely ad-hoc with little way of indu...
Financial planning
The Corporations Act still dictates that the sale of a product remains integral to the definition of financial advice and regulating around that fact is like trying bang ...
Financial planning
The corporate regulator’s decision to ignore the problem with the term ‘general advice’ will continue to confuse consumers, according to the Financial Planning Associatio...
Financial planning
According to the Association of Financial Advisers, this will help make advice accessible for lower income clients....
Financial planning
Senator Jane Hume announced the FSC Life Insurance Summit that Treasury will assume control, merging it with the quality of advice review....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...