PIFA

Financial planning

The newly-announced Certified Independent Financial Advisers Association believes it will be better aligned with the interests of independent advisers because it is low c...

Financial planning

A new member organisation has been formed, established by three former directors of the Profession of Independent Financial Advisers....

Financial planning

The Profession of Independent Financial Advisers says it is in the late stages of getting approval to be an “officially-recognised” professional standards body by the Pro...

Financial planning

The Profession of Independent Financial Advisers has created a decision tree to help advisers understand the complexities of variable income and avoid conflicts of intere...

Financial planning

Planner group, the Profession of Independent Financial Advisers wants a clearer banning of asset-based fees and an updating of Australian Securities and Investment Commis...

Financial planning

Being genuinely independent and charging by way of transparent fee-for-service represent the future for financial advisers, according to a new survey....

Financial planning

Advisers have been urged to be mindful of the Treasurer, Josh Frydenberg’s move to impose 12-monthly opt-in and fee disclosure arrangements....

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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 3 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 4 weeks ago

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

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

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