SIAA

Financial planning

The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?...

Financial planning

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the si...

Financial planning

Betashares chief executive, Alex Vynokur, believes technology advancements will enable banks to return to financial advice in the future as the need for advice is greater...

Financial planning

The FSC and SIAA have recommended against major changes to the income or product values for the sophisticated investor test, despite a spike in eligible investors, as the...

Financial planning

Following the government’s proposed changes to the financial adviser exam, SIAA has made additional recommendations for better outcomes, such as enabling entrants to sit ...

Financial planning

The experience pathway’s passage through Parliament has been welcomed by the industry as a way to prevent further adviser exodus....

Financial planning

Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...

Funds management

Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...

Financial planning

Firms introducing artificial intelligence to their businesses should treat it like a new member of staff to train up on the firm’s ethics and values, according to Morgan ...

Financial planning

The Stockbrokers and Investment Advisers Association has thrown its support behind the experience pathway, arguing its members would rather quit than study for unnecessar...

Financial planning

There is debate among industry associations about the benefits of a ‘rules advisory committee’ as proposed by the Australian Law Reform Commission....

image
Financial planning

The Stockbrokers and Investment Advisers Association believes the Quality of Advice Review proposals classifying broker research as personal financial advice will have ne...

image
Financial planning

In a bid to achieve a cheaper professional indemnity insurance, some licensees are opting for policies with high deductibles which may leave them unable to compensate con...

image
Financial planning

The Stockbrokers and Investments Advisers Association has defended the title of ‘general advice’ and warned investors may ignore material described as ‘information’, in i...

image
Financial planning

The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

18 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 19 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago