financial advisers

Financial planning

Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....

Financial planning

Kiwi advisers gain regulatory breathing space

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 signals flexible arrangements for clients, advisers

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 acquires O&M Systems

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

Financial advisory firm moves contactless

UK advisory business deVere Group has moved to a contactless advice service for those clients who are social distancing because of COVID-19. ...

Superannuation

Advice fee bill will incentivise super switching

The proposed legislation could motivate advisers to enter into ongoing fee arrangements with superannuation members, according to a super body. ...

Financial planning

Why are advisers and brokers being singled out? Asks the AFA

The Federal Government has been challenged to explain why financial advisers and mortgage brokers are being targeted in the wake of the Royal Commission when others inclu...

Financial planning

Advisers still better off than mortgage brokers from RC

AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for mortgage brokers, advisers were still better prepared f...

Financial planning

Piecemeal advice key to better outcomes

Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...

Financial planning

Townsville adviser charged with dishonestly using client money

Anthony Dick has been charged after using clients’ savings to fund his own personal lifestyle expenses....

Financial planning

Sale of Madison OneVue’s next priority

OneVue has managed to sell its Sequoia Financial Group stake and is now looking to sell down Madison....

Financial planning

TPB signals embrace of FASEA CPD cross-over

The Tax Practitioners Board appears to have cut tax (financial) advisers a break by signalling that compliance with the FASEA CPD requirements will satisfy those of the T...

Financial planning

Has the Govt created an advice structural imbalance?

Australian retirees who are amongst those most needing professional financial advice are at risk of missing out because of the structural imbalances occurring as a result...