FINANCIAL ADVICE
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. ...
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....
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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...