FINANCIAL ADVISERS
Financial planning
Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...
People & Products
The Federal Government has recommended Greg Medcraft be appointed the new chairman of the Australian Securities and Investments Commission....
Financial planning
Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...
Financial planning
Iress has released a new client engagement tool linked to advice platform Xplan, which it says will allow intra-fund and full-service advisers to leverage off each other'...
Financial planning
The Financial Services Council has confirmed transitional arrangements on volume rebates involving the grandfathering of those existing before 30 June, 2012....
Financial planning
New AFA research has confirmed FOFA risks escalating Australia's underinsurance problems....
Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
Financial planning
The Treasury's two 'best interest' duty options, offered up to the Future of Financial Advice Peak Consultation Group for discussion, have been met with a mixed response....
Financial planning
Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...
Financial planning
The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
Editorial
With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...
People & Products
The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for a level playing field for all who provide financial advice to retail clients - including the indu...
Financial planning
Specialist NZ company, Southern Star Administration, has exited QROPS arrangements citing expected regulatory changes....
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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...