PLANNERS

Financial planning

Industry associations have welcomed the one-off exam measure but would have liked the extension to have included those who had experienced significant events that had pre...

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Financial planning

Registrations close today for the July exam but sitting next month would give advisers the opportunity to sit again in 2022 if they fail. ...

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Financial planning

While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...

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Financial planning

A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority is offering advisers a ‘two-thirds discount for experie...

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Features

In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....

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Features

In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....

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Financial planning

The two organisations representing planners operating under the AMP umbrella – the AMP Financial Planners Association and the Hillross Advisers Association have merged....

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Financial planning

The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...

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Policy & Regulation

The Tax Practitioners Board has revealed it is investigating the activities of 350 practitioners over suspected “high risk behaviour”....

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Financial planning

The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...

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Financial planning

The Independent Advisers Association of Australia has urged the Australian Securities and Investments Commission to act on the views of the Royal Commission by reviewing ...

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Financial planning

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...

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Financial planning

Financial planners who breach the industry’s new code of conduct will face the ultimate sanction of exclusion from the industry under arrangements outlined in a new Finan...

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Financial planning

Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...

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Financial planning

The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the Royal Commission....

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JOHN GILLIES

I really don't know what makes these guy's tick to think they can get away with it, it's the height of stupidity! They c...

1 day 13 hours ago
Seti

The world is increasingly over US imperialism. The country built on mostly forced military global outposts post ww2 , ...

4 days 13 hours ago

adviser losses will be less severe in 2024, yes because there are next to none left. ...

4 days 17 hours ago

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

4 weeks ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

6 days 13 hours ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 1 day ago