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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....
Financial planning
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
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...
Policy & Regulation
Mortgage brokers believe the embedding of commission clawbacks in legislation will see them working for nothing....
Financial planning
The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus....
Financial planning
The course would help financial advisers support clients impacted by natural disasters....
Financial planning
The Financial Services Council has canvassed the imposition of capital requirements on advice licensees as part of any compensation scheme of last resort at the same time...
Policy & Regulation
Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...
Superannuation
Getting rid of the complexities of the superannuation system will allow financial advisers to focus on helping individuals understand what retirement means for them rathe...
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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...