TAA

Financial planning

Distinctions between “experienced” and “relevant” advice providers could lead to further confusion, according to The Advisers Association’s CEO, Neil Macdonald....

Financial planning

The Advisers Association believes Australia runs the risk of a “back to the future” scenario that served it poorly in the past unless guardrails are put in place on non-r...

Financial planning

The Advisers Association says it is “extremely unfair” that well-qualified, experienced, professional advisers have to go through more hoops than finfluencers to provide ...

Financial planning

The Authorised Representatives Association will merge with The Advisers Association on 1 July, 2022, after its members voted to close the 40-year old association....

Financial planning

The post-election Government will need to ensure the Compensation Scheme of Last Resort does not cost more to run than the amounts of compensation involved, according to ...

Financial planning

The Advisers Association says the Australian Law Reform Commission needs to “tread carefully” with simplifying the Corporations Act and continue to conduct wide-ranging c...

Financial planning

There is too much emphasis placed on financial products which does not adequately reflect the role of a financial adviser, according to The Advisers Association. ...

Financial planning

Simplifying advice costs and tackling the difference between ‘advice’ and ‘general information’ are steps that will be a “giant leap forward” for the advice industry, acc...

Financial planning

The ‘big end of town’ which caused the regulatory burden should be forced to pay their share of levy costs, according to The Advisers Association, even if they have left ...

Financial planning

The Advisers Association is calling for the big banks who have exited wealth management to be charged a per-adviser exit tax to help defray the costs of the ASIC levy....

Financial planning

The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....

Financial planning

Removing the term ‘general advice’ and renaming intrafund advice and robo-advice to intrafund information and robo information would help reduce the cost of financial adv...

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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 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week 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 2 weeks ago

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

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
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