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FINANCIAL ADVISERS
Financial planning
The Australian Securities and Investments Commission has confirmed how it placed conditions on superannuation funds which had the effect of ending the payment of commissi...
Financial planning
Superannuation funds have been ‘engaged’ by the regulators over payments to financial advisers and other third parties....
Financial planning
Advisers continue to perform well in the Financial Adviser Standards and Ethics Authority exam, with 86% passing the December sitting....
Financial planning
How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...
Financial planning
The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....
Financial planning
Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...
Financial planning
As more advisers looking for new licensees as a result of consolidation and aligned institutions shedding advice arms, advisers need to look past just price and discounts...
Financial planning
A third of advised life insurance clients are considering changing their advisers because of the cost, lack of contact or the perception of poor service....
Policy & Regulation
Accountants, doctors and other should be excluded from the coverage of claims handling as a financial service and insurers should be allowed to continue giving ‘factual s...
Financial planning
IOOF has confirmed the existence of 67 advisers it regards as being in the high risk category as it gets ready to start client remediation early this year....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
Financial planning
The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...
Policy & Regulation
Advisers and their clients should retain control of opt-in arrangements and there should be flexibility for low fee-paying clients with less frequent interactions, accord...
Financial planning
The Australian Securities and Investments Commission will regard personal advice entailing client best interests as obviating many of the adviser strictures of the new de...
Financial planning
Financial advisers are being asked to do no more than other professions in terms of assessing their obligations under Standard 3 of the adviser code of ethics, according ...
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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...