FINANCIAL ADVISERS
Financial planning
The exodus continues among financial advisers offset in a small way by a modest but growing number of provisional advisers. ...
Funds management
Investors can look to capture price movements, high yield markets, or extend duration if they want to maintain income levels to what they have been used to in the past, a...
Financial planning
Financial advisers are working harder and finding it harder to recruit new clients as they struggle to deal with the consequences of the COVID-19 pandemic. ...
Financial planning
Investors are being over-optimistic with their return expectations and advisers need to manage these expectations to realistic levels, according to Schroders. ...
Funds management
A panel made up of specialist ESG fund managers, advisers and analyst has warned that AMP is likely to pay a significant price for its recent controversy around governanc...
Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Financial planning
The Government should provide financial advisers with some flexibility with respect to opt-in arrangements as they seek to deal with another round of lockdown, according ...
Financial planning
FASEA has opened for consultation its proposal to grant advisers an additional three months to meet the 40-hour CPD requirement....
Financial planning
The adviser exodus from the industry has continued in the second quarter of the year, with more than 800 leaving the industry from the start of April. ...
Financial planning
FASEA has confirmed the dates for the remaining 2020 exam sittings which will be held in August, October and November. ...
Financial planning
If the Financial Planning Association can prove its proposals for individual adviser registration will hasten the development of a profession and the separation of advice...
Financial planning
The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...
Life/Risk
The efforts of many clients and their life/risk advisers to write Agreed Value income protection cover before the 1 April deadline were stymied by the job COVID-19 job lo...
Financial planning
Financial advisers should report any concerns they have about superannuation funds breaking the intra-fund advice rules to the Australian Securities and Investments Commi...
Financial planning
Financial advisers have been lumped in with people the Australian Securities and Investments Commission alleges are involved in inappropriate behaviour around superannuat...
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MARKET INSIGHTS
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...