FINANCIAL ADVISERS
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....
Top 100
Getting the right balance between having a good product, strong relationships with financial advisers and quality service has been key to the success of Clearview's LifeS...
Financial planning
Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....
Financial planning
ASIC chairman, Greg Medcraft admits he's fired up and heartbroken over bad financial planners. ...
Financial planning
SPAA is pleased the Federal Government will include qualifications and professional association membership of financial advisers in the register, albeit not until March 2...
Financial planning
The AFA has sought to correct a daily newspaper article which claims advisers can obtain a Fellow Chartered Financial Practitioner (FChFP) designation without completing ...
Financial planning
ASIC has reiterated its calls for a national exam stating that recent changes around education still did not guarantee a consistent national standard for advice....
Policy & Regulation
A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....
Financial planning
Consumers have high regard for financial advisers’ “technical abilities”, but their trust in the profession has been shaken in recent months, new research reveals. ...
Financial planning
Emotional Intelligence is increasingly becoming a critical skill set for advisers, not just to improve client relationships, but to stay in business, Wayne Lear writes....
Financial planning
Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...
Policy & Regulation
Planners are accused of hanging on to horse and cart in their resistance to FOFA changes....
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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...