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FINANCIAL ADVISERS
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 ...
Financial planning
The Financial Adviser Standards and Ethics Authority’s business plan has revealed the financial adviser exam will cost millions and be the authority’s single biggest expe...
Financial planning
The Australian Financial Complaints Authority has publicly listed 231 financial firms potentially in breach of their licensing obligations....
Financial planning
The chief executive of the Financial Adviser Standards and Ethics Authority, Stephen Glenfield, today sought to reassure planners that the Authority had taken account of ...
Financial planning
The Financial Adviser Standards and Ethics Authority has delivered some key concessions within its revised Standards Blueprint....
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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...