FINANCIAL ADVISERS

Financial planning

Financial advisers will need to up their information security game as sophistication and stealthy nature of information attacks have increased, according to Midwinter....

Financial planning

Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....

Financial planning

The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....

Superannuation

A panel of financial advisers pushed for more education and big hit policy responses that could have immediate effects for women who were behind on superannuation....

Financial planning

TAL has launched a risk office hub for its advisers, which allows them to access meeting rooms in five capital cities....

Funds management

Two former IPAC advisers have been recruited by Fitzpatricks Private Wealth, boosting its Victorian presence....

Financial planning

Two financial advisers have joined Fitzpatricks Private Wealth, citing their interest for self-employment and like-minded advisers....

Financial planning

Just under two-thirds of risk advisers consider themselves prepared for next year’s Life Insurance Framework changes....

Financial planning

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

Financial planning

Seven out of 10 people who did not seek financial advice only planned their finances for the short-term period of a year....

Financial planning

ASIC has urged advisers and licensees to update details on its Financial Adviser Register (FAR) or be hit with new fees and charges....

Superannuation

The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...

Superannuation

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...

Life/Risk

The AFA and PFL have named life insurer TAL as the 2014 Life Company of the Year. ...

Financial planning

Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....

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