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 ...

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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....

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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 ...

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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...

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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. ...

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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...

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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 ...

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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....

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Financial planning

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

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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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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 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 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 1 day 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