FINANCIAL ADVISERS
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....
Financial planning
The AFA says advisers are too often being blamed for product failures and the misdeeds of others....
Superannuation
Calls by the Parliamentary Joint Committee for financial advisers to undertake specialist self-managed super fund training if they advise in this area has received a tick...
Editorial
Advisers are in the business of keeping their clients calm, but what happens when their own mental health is in question? Craig Parker asks....
Financial planning
BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...