FINANCIAL ADVISERS

Financial planning

Financial advice is seeing appeal from younger investors with deVere Group seeing a 54% jump year-on-year in enquiries from under-30s. ...

Financial planning

Despite 83% of individual investors wanting investments that align with their values, just 16% of financial advisers in Australia say they have been asked about environme...

Financial planning

Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....

Financial planning

Responding to adviser submissions, the Australian Securities and Investments Commission has confirmed it is considering providing regulatory relief so that advisers can p...

Financial planning

Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...

Financial planning

While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....

Policy & Regulation

The Association of Financial Advisers has urged members to directly lobby the Federal Treasurer, Josh Frydenberg if they want ASIC’s proposed levy increase reduced....

Financial planning

Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....

Financial planning

The wrongdoing may have little to do with the provision of financial advice but the Australian Securities and Investments Commission (ASIC) believes that if misdeeds are ...

Features

Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...

Financial planning

Advice fees are comparatively low on the superannuation fee ladder compared to those for administrators and fund managers....

Financial planning

Financial advisers should not be unnecessarily entangled by the Government’s new insurance claims handling legislative framework just because they are taking on a new cli...

Financial planning

The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments Commission delivered a templated re...

Financial planning

Financial advisers need to be trusted and empowered to use their professional judgement in circumstances where many are highly educated and have years of experience, acco...

Financial planning

There has been a net loss of close to 30 adviser roles, despite the lack of any major market announcements this week. ...

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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’...

1 month 3 weeks ago

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

2 months 2 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...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

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

1 week 6 days ago

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

1 week 4 days ago
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