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FINANCIAL ADVISERS
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....
Financial planning
Planners urged to do their own due diligence on licensees or risk future reputational damage....
Financial planning
Documents tabled in Parliament reveal NAB saw no commercial case for pursuing the removal of upfront life/risk commissions. ...
Financial planning
Employers and businesses must attain verification at the source for educational and employment background of advisers for the national register of advisers to be reliable...
Financial planning
The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....
Financial planning
ClearView has told the Trowbridge working group it wants the word “commissions” replaced along with the banning of shelf space fees and volume bonuses....
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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...