FINANCIAL ADVISERS
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. ...
Superannuation
The proposed legislation could motivate advisers to enter into ongoing fee arrangements with superannuation members, according to a super body. ...
Financial planning
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
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
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
Anthony Dick has been charged after using clients’ savings to fund his own personal lifestyle expenses....
Financial planning
OneVue has managed to sell its Sequoia Financial Group stake and is now looking to sell down Madison....
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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...