FINANCIAL ADVISERS
Financial planning
New market analysis has confirmed that while many advisers are leaving the industry, those that remain are culling clients they regard as unprofitable or hard to service....
Funds management
Pendal Group has had a better half than most in the face of the COVID-19 market volatility and advisers have been seeking high levels of detail about why. ...
Financial planning
The Financial Adviser Standards and Ethics Authority remains on notice from a key Parliamentary Committee to explain the consultative processes it used to reach the Finan...
Financial planning
Money Management is seeking feedback from advisers on how they view their business given the current investment environment. ...
People & Products
The tool will assist advisers and clients with setting up online meetings as the country switches to remote working. ...
Financial planning
Association of Financial Advisers chief executive, Phil Kewin, wants a Choice executive to withdraw a statement suggesting financial advisers can’t be trusted to act in c...
Financial planning
The February sitting of the FASEA exam saw a pass rate of 82% and the June exam will not have a face-to-face sitting....
Financial planning
The Australian Securities and Investments Commission has pointed to hundreds of millions earned by stockbrokers, advisers and advice firms as a result of the stamping fee...
Financial planning
The Australian Securities and Investments Commission has created some time and space for advisers by delaying, for now, its work on life insurance advice and conflicted g...
Policy & Regulation
The Australian Securities and Investments Commission has fired a shot over the bows of real estate agents who have been providing ‘advice’ to hard-pressed tenants about a...
Financial planning
The message from advisers to clients is ‘don’t crystallise your losses’, while the message from a Money Management survey of advisers to the Australian Securities and Inv...
Financial planning
Advised Australians are seeing their financial advisers as a life coach in tough times, according to MLC Wealth....
Financial planning
The Tax Practitioners Board has sought to lighten the load for tax advisers and others by lifting the continuing professional education 25% reading cap for six months. ...
Financial planning
The Tax Practitioners Board needs to explicitly acknowledge the sufficiency of the Financial Adviser Standards and Ethics Authority CPD regime, according to the FPA....
Superannuation
Both AustralianSuper and UniSuper have been reported as having imposed a downward revaluation of their unlisted assets....
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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...