SIAA

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....

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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...

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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...

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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...

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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...

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Financial planning

Australian Law Reform Commission (ALRC) president, Justice Sarah Derrington, has illustrated her vision for the financial services industry following the commission’s rev...

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Financial planning

Communicating a client value proposition in clear and simple terms is crucial to running an advice practice and will lead to a more cohesive relationship with the client,...

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Financial planning

Being user-friendly, tech-friendly and cost-effective are non-negotiables for the next generation of investors, with many having been burnt by assets such as cryptocurren...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 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. ...

9 months ago

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

9 months 2 weeks ago