PHIL ANDERSON

Financial planning

Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations....

image
Financial planning

The Association of Financial Advisers is calling on the Government to implement the association’s proposed changes to the “experience pathway” before the next election....

image
Financial planning

There needs to be mechanisms in place to encourage Australians to understand investment risks they are taking and to consider other forms of protection, industry associat...

image
Financial planning

The financial advice profession is seeing a move away from legislation implementation and the Association of Financial Advisers’ new chief executive is hoping this will l...

image
Financial planning

The financial advice industry is finishing the year with a loss of 2,189 advisers, however the worst is yet to come, according to Wealth Data....

image
Financial planning

Despite the level of misinformation on social media, it can still be a reliable gateway for people to get involved with professional, regulated advice....

image
Financial planning

Relief from the corporate regulator levy, which could have tripled in three years without action, is the biggest win for the industry this year, according to the Associat...

image
Financial planning

The Association of Financial Advisers has said it believes the education authority’s consultation on amending Standard 3 of its code of ethics is a genuine exercise and e...

image
Financial planning

Given the education authority will transfer to Treasury in 2022, amendments to its code of ethics will likely be limited to Standard 3 given it has not indicated consulta...

image
Policy & Regulation

The Association Financial Advisers will use the Quality of Advice review to push for tweaks to the single disciplinary body and the mechanism for registration to the Tax ...

image
Financial planning

The Association of Financial Advisers has welcomed the release of the Financial Services Council white paper that proposed recommendations to reduce the cost and time inv...

image
Outsider

Outsider recently found himself screaming at his computer screen while covering the Association of Financial Advisers (AFA) Evolve conference....

image
Policy & Regulation

The draft legislation for the Better Advice Bill has outlined the Financial Services and Credit Panel will convene on serious matters, but the Association of Financial Ad...

image
Financial planning

Failure to recognise advisers’ prior learning is a waste of resources, according to Labor’s Stephen Jones. ...

image
Financial planning

The Government is seeking to make amendments to the design and distribution obligation regime including removing the requirement for advisers and licensees to report whet...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 5 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 6 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 6 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago