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FINANCIAL ADVISERS
Financial planning
The Association of Financial Advisers is seeking millions from the financial planner industry to counter industry funds advertising....
Financial planning
The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....
Financial planning
The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...
Superannuation
Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....
Financial planning
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Financial planning
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
Financial planning
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
Financial planning
New research reveals low public regard for financial planners as trusted professionals....
Financial planning
Funds management firm Australian Unity Investments (AUI) has introduced IRESS data feeds for their XPLAN and VisiPlan software, allowing financial advisers to consolidate...
Policy & Regulation
The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....
Financial planning
The Association of Financial Advisers (AFA) has reinforced its support for small licensees and practices by launching the Small Licensee and Practice Principal Conference...
Superannuation
While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....
Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
Financial planning
The Financial Services Council has urged the industry to adopt a common agenda to deal with the new dynamic in Canberra....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...