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FINANCIAL ADVISERS
Financial planning
Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....
Policy & Regulation
The release of ALRC’s final report into financial services legislation has highlighted financial advice as a “significant” focus as it seeks to reduce costs and help advi...
Financial planning
Following statistics that thousands of financial advisers are yet to complete their financial adviser registration, ASIC has agreed to extend the deadline. ...
Financial planning
A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....
Financial planning
Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam'...
Financial planning
The government has released draft legislation to improve the delivery and accessibility of the adviser exam....
Financial planning
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...
Funds management
Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...
Financial planning
A majority of financial advisers believe additional assistance is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered....
Financial planning
Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...
Financial planning
A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a hurdle in the way of boosting adviser numbers....
Financial planning
Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....
Funds management
The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....
Financial planning
Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...
Financial planning
Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....
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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...