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FINANCIAL ADVISERS
Financial planning
There is an urgent need to end the regulatory overlap between the Tax Practitioners Board and the Financial Adviser Standards and Ethics Authority, according to the Finan...
Financial planning
Legislation has moved through Parliament to end adviser grandfathered remuneration with the Association of Financial Advisers arguing that there was no balanced consultat...
Financial planning
Financial services product providers have been urged not to move ahead of the Government’s January, 2021, timeframe in turning off grandfathered commissions....
Financial planning
Financial advisers should not be inadvertently caught up in the Australian Securities and Investments Commission’s tough new life/risk anti-hawking approach just because ...
Financial planning
Financial advisers are facing yet more scrutiny by the Australian Securities and Investments Commission as it drills down on a large number of advice files....
Financial planning
Life insurer TAL is to launch a mental health course for financial advisers to help boost their mental wellbeing amid the stressful Royal Commission changes....
Financial planning
Australians have a sense of security when they seek financial advice from larger institutions and advisers should consider this if looking to move to smaller licensees, w...
Financial planning
New research undertaken by the Australian Securities and Investments Commission has confirmed that consumers who use advisers actually value them, but that the industry r...
Features
The financial services regulator responded to Royal Commission criticism with a ‘why not litigate?’ approach. Jassmyn Goh finds out what this means for advisers and how t...
Financial planning
Advisers are in a position to demand more stringent warranties when they are looking to buy portfolios, The Fold Legal believes....
People & Products
National consultancy group Elixir Consulting has launched a virtual business coaching portal for financial advisers in Australia....
Financial planning
Most financial advisers strongly support the tax deductibility of advice, except where it involves products sales such as life/risk policies....
Financial planning
Advisers should aspire to add value and go beyond being only investment managers selecting investments on behalf of their clients, according to Russell investments’ repor...
Financial planning
The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need for a Letter of Engagement on financial (tax) advisers is ...
Funds management
DomaCom has announced it has launched a senior equity release product aimed at enabling financial advisers to offer the product to clients who are seeking to release a po...
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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...