FINANCIAL PLANNING

Financial planning

ASIC bans Victorian-based financial adviser Allan Burt Vissenjoux from providing financial services....

Life/Risk

New MetLife/FSC research reveals that tax incentives similar to those applied to health insurance could help bridge Australia’s under-insurance gap....

Superannuation

SPAA membership will be boosted after partnering with Count Financial to provide subsidised services to advisers....

Policy & Regulation

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

Financial planning

The big institutions are dropping their product push mentality to attract more advisers. ...

Policy & Regulation

Minister puts brakes on both legislative and regulatory amendments to FOFA but action is well received. ...

Policy & Regulation

Finance Minister, Senator Mathias Cormann pauses FOFA process for consultations...

Financial planning

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

Financial planning

If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...

Financial planning

Dealer group head warns that tough regulations and a range of other factors are making planning an unattractive business....

Accounting

Count launches accountants licensing offer and commits to meeting APES 230....

Financial planning

New Wealth Insights research confirms planners remain generally upbeat....

Accounting

Accountants who wish to avoid product distribution pressure should not join an institutionally aligned licence if they wish to provide advice....

Policy & Regulation

The FSC has obtained legal advice from a Senior Counsel confirming the Government’s FOFA changes will not undermine client best interest or consumer protections....

Policy & Regulation

As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
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