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FINANCIAL ADVISERS
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Financial planning
FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
Financial planning
Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...
Life/Risk
Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....
Awards
A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice industry. ...
Financial planning
BDM of the Year 2014: Shivani Gopal, Asteron Life A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice...
Financial planning
The financial advisers’ register is missing key bits of information, defeating the purpose of the register to make information transparent to consumers....
Financial planning
Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
After move from PIS to Guardian Advice, Noall & Co have appointed Gavin Glozier as its GM. ...
Financial planning
Financial advisers should be required to complete a comprehensive course in Australian taxation law, in line with their accounting counterparts who receive “no free kicks...
Funds management
The corporate regulator will consider model portfolios as a suitable investment under best interest duties if they do not adopt mechanistic processes on selecting assets ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...