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FINANCIAL ADVISERS
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....
Financial planning
Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....
Financial planning
The New Zealand Government has signalled it will slow the pace of regulatory change for the financial services industry to allow it to help consumers move beyond COVID-19...
Financial planning
AMP has signalled its preparedness to help advisers and clients through the COVID-19 crisis including insurance premium suspensions in some circumstances. ...
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
Financial planning
UK advisory business deVere Group has moved to a contactless advice service for those clients who are social distancing because of COVID-19. ...
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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...