FINANCIAL ADVICE

Accounting

The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...

Financial planning

Aligned and non-aligned advice should be covered by separate legislation and definitions, according to an advice business broker....

Financial planning

Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...

Financial planning

ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...

Financial planning

Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...

Financial planning

Assistant Treasurer says legislation is no guarantee that financial products will not fail. ...

Financial planning

Free education campaign to prepare members for implementation of TASA...

Financial planning

Sinodinos says the Government does not intend to speculate on hypothetical court challenges to FOFA as posed by the ISA. ...

Life/Risk

Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...

Financial planning

The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...

Financial planning

The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...

Financial planning

Clients considering aged care for their loved ones should be advised to speed up the process to avoid new means test rules set to kick in later this year, a life insuranc...

Financial planning

Planners should be articulating the value of advice instead of debating finer points of legislation. ...

Financial planning

Entry-level advice will be commoditised and moved online, with technology-driven service providers meeting demand for low cost advice ...

Financial planning

The FPA has rebutted “rhetoric and scare-mongering” about best interests and consumer protection. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 11 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
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