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FINANCIAL PLANNING
Financial planning
A veteran self-licensed financial adviser has sought hardship relief from the tripling of the Australian Securities and Investments Commission levy, outlining his complai...
Financial planning
Responding to adviser submissions, the Australian Securities and Investments Commission has confirmed it is considering providing regulatory relief so that advisers can p...
Financial planning
The Australian Financial Complaints Authority should have no involvement in ongoing investigations into systemic issues and should cede the role to ASIC, according to the...
Financial planning
When it comes to selling a financial advice business, firms with investment and superannuation clients in their early sixties can attract the highest multiples....
Financial planning
Only 67% of advisers have passed the January exam, much lower than the overall average pass rate of 78%....
Financial planning
Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....
Financial planning
What would financial advice look like if it was unconstrained by the existing regulatory regime? The industry funds want to find out....
Financial planning
The Financial Planning Association has warned that without a scaled approach by the Australian Securities and Investment Commission small financial planning practices cou...
Financial planning
While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....
Financial planning
If AMP’s joint venture with Ares around its private markets business comes to fruition it will have topped up the company’s commercial war chest but reshaping the advice ...
Financial planning
The annual renewal will lead to unintended consequences which will have negative implications for financial advice practices and flow on effects in terms of extra cost an...
Financial planning
CountPlus boss, Matthew Rowe, has forewarned shareholders to be ready to feel the revenue effects of the removal of grandfathering and product rebates but has claimed the...
Financial planning
Almost one-in-two licensees are handing it back within five years and active advice is likely the only viable business model, according to Encore Advisory Group....
Financial planning
The delivery of financial advice is becoming increasingly expensive and the Government needs to review the ASIC levy in circumstances where it has been rising exponentia...
Financial planning
A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....
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Podcast
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...
So we are now underwriting criminal scams?...