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FINANCIAL PLANNERS
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
Superannuation
The proposed legislation could motivate advisers to enter into ongoing fee arrangements with superannuation members, according to a super body. ...
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...
Financial planning
A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...
Policy & Regulation
The exit of the big banks and the consequent net outflows from the big institutional platforms is playing to the strengths of specialist platform providers....
Financial planning
Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...
Financial planning
Money Management is seeking feedback from advisers on their thoughts and impressions of the FASEA exam, whether they have sat it or plan to....
Financial planning
The course would help financial advisers support clients impacted by natural disasters....
Financial planning
The Financial Services Council has canvassed the imposition of capital requirements on advice licensees as part of any compensation scheme of last resort at the same time...
Financial planning
The two organisations representing planners operating under the AMP umbrella – the AMP Financial Planners Association and the Hillross Advisers Association have merged....
Financial planning
The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...
Financial planning
As AMP moves to exit up to 250 financial planning business over 80 planners say they will face financial ruin as a result....
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
Financial planning
Research from Investment Trends shows more financial planners and stockbrokers are looking at gearing to invest as a strategy for their clients....
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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...