FINANCIAL ADVISERS
Financial planning
Client relationships are the only real value financial advisers can bring to the table as automation increasingly replaces the process work, Wayne Leggett said....
Financial planning
Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...
Financial planning
FPA backs FSI recommendation that ASIC be given product intervention powers. ...
Financial planning
New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....
Financial planning
Strong interest from Money Management readers sees plans for reignition of crowd-sourced pro-adviser campaign....
Financial planning
A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....
Financial planning
Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal....
Financial planning
AFA Chief Commercial Officer Anne Fuchs will leave the association after six months in the role to take on a distribution role with Sunsuper....
IFM Investors has acquired a 24.99 per cent stake in a Mexican infrastructure group for US$600 million, and will invest in a Mexican toll road....
Financial planning
The AFA has received an influx of enrolments for its recently-rebuilt education course, which it says shows an acceptance from advisers that standards have been raised. ...
Accounting
ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...
Financial planning
Lonsec Stockbroking has signalled a push into the adviser market, partnering with GBST to offer financial advisers a cloud-based practice management tool to manage whole-...
Superannuation
Retirees in their 90s might spend less on average compared to younger retirees but their medical and aged care expenses increase significantly, the ASFA retirement standa...
Accounting
Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....
Financial planning
The directors and trustees of investment companies carry far less regulatory onus than financial planners, according to Centrepoint Alliance....
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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...