PHIL ANDERSON

Life/Risk

The Australian Securities and Investments Commission has kicked off the first phase of its review of the Life Insurance Framework with the issuing of Section 33 notices t...

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Financial planning

Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....

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Financial planning

The Federal Government should use the creation of a single disciplinary body to create a single regulator and thereby reduce complexity and costs....

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Financial planning

The Government should provide financial advisers with some flexibility with respect to opt-in arrangements as they seek to deal with another round of lockdown, according ...

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Financial planning

With the cost of Commerce-related degrees rising by 28% the Association of Financial Advisers is pointing to additional impact on a planning industry already hit by advis...

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Financial planning

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

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Financial planning

Extraordinary circumstances call for a changed regulatory approach says AFA....

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Financial planning

Both advisers and their clients are opting for telephone and screen-based consultations amid growing fears around transmission of the coronavirus....

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Financial planning

AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for mortgage brokers, advisers were still better prepared f...

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Financial planning

Financial advisers are facing significant extra hours of work to transition clients across to annual renewals....

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Financial planning

Proposed new legislation would have the effect of compelling advisers or licensees to breach report competitors if they believed something adverse was happening....

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Financial planning

How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...

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Financial planning

Amid concern and confusion around how the Australian Securities and Investments Commission yearly opt-in and fee disclosure will work, adviser groups are urging flexibili...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been accused of exceeding its legislative remit with a resulting detriment to financial advisers....

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Financial planning

With financial planning groups meeting with the Financial Adviser Standards and Ethics Authority today, the Association of Financial Advisers has sent a message that issu...

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 22 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 22 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 17 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....

10 months 2 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. ...

10 months ago

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

10 months 2 weeks ago