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FINANCIAL ADVISERS
People & Products
Partners Wealth Group has launched a soft skills training program for new advisers entering the market on the back of industry feedback....
Financial planning
Financial services firm, Centrepoint Alliance, has launched a client interface developed for advisers....
Financial planning
Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...
Policy & Regulation
The Government announced a new independent standards body for financial advisers, as a part of its professional standard reforms....
Top 100
For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...
Financial planning
AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers to adapt to change and thrive....
Policy & Regulation
Advisers must collectively embrace legislative and regulatory change to cope with an increasingly complex advice world that is no longer about selling insurance....
Financial planning
There is a need for more financial advisers to develop their own business, Centrepoint Alliance believes....
Financial planning
The Australian Bankers' Association has imposed a planner hiring protocol for use by members to screen out bad planners....
Financial planning
General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...
Financial planning
AIA Australia has launched a web-based, self-service portal aimed at simplifying insurance administrative needs for financial advisers....
Policy & Regulation
Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....
Financial planning
There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....
Financial planning
CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....
Superannuation
The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...
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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...