FINANCIAL ADVISERS
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...
Funds management
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
Financial planning
Almost 500 advisers have attended the first ethics training course run by TAL, as industry players rush to assist planners in meeting the impending Financial Adviser Stan...
Financial planning
Financial advisers have expressed concern and anger at product manufacturers who have written to advice clients informing them how to switch off grandfathered commissions...
Financial planning
The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...
Financial planning
The Ethics Centre has announced it will develop a FASEA accredited ethics course for financial advisers....
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
Accounting
New data from Adviser Ratings suggests there more than 1,000 advisers who have found themselves without a licensee or have exited the industry....
Policy & Regulation
Financial advisers were notable by their absence from the Australian Securities and Investments Commission’s latest Enforcement Update....
Financial planning
Money Management’s survey of financial advisers has revealed that 25 per cent of respondents have degrees that don’t appropriately measure-up under the Financial Adviser ...
Financial planning
Kaplan Professional and RegTech fintech, Red Marker, have championed for greater collaboration across financial services to help advisers leverage artificial intelligence...
Financial planning
With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has welcomed the Productivity Commission’s call for high advice ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...