KATE ANDERSON

Financial planning

Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....

People & Products

Former IOOF portfolio manager Daniel Stojanovski will commence the role from 13 October, 2020....

Features

Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

Financial planning

Overcommunication and capital preservation are key when helping clients allay any concerns during this current volatile bear market, according to Centrepoint Alliance....

People & Products

Centrepoint Alliance has hired two senior executives in the roles of group executive advice and group executive advice services and solutions....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 5 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago