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AUTHOR | No. of articles: 1832

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'Crucial piece' missing in the adviser-client relationship

News

'Crucial piece' missing in the adviser-client relationship

22 July 2022 • Hits: 843
The chief operating officer of a local firm has spoken out on its recent Quality of Advice Review (QAR) submission. ... READ MORE

News

Government called on to assist farmers with financial planning servic ...

21 July 2022 • Hits: 796
The Financial Planning Association of Australia (FPA) has called on the government to help provide farmers with access t ... READ MORE

News

Consumers support significant decrease in cost of advice

17 July 2022 • Hits: 853
The current costs of financial planning are locking many people from lower socio-economic groups out of receiving advice ... READ MORE
Approaching NALE and NALI for SMSF clients

Strategy

Approaching NALE and NALI for SMSF clients

15 July 2022 • Hits: 1773
While the ATO has extended its compliance relief for non-arm’s length expenditure of a general nature, it's still wor ... READ MORE

News

July exam ‘last chance’ for advisers eligible for October extensio ...

13 July 2022 • Hits: 880
ASIC has reminded financial advisers that the July exam (cycle 18) will be the “last chance” for advisers who are el ... READ MORE

News

Quality of Advice Review must ‘remove adviser and licensee fear’

06 July 2022 • Hits: 860
An adviser association has called for the Quality of Advice Review to “remove adviser and licensee fear” following h ... READ MORE

Uncategorised

'No education and training, no registration, no advice', says firm

05 July 2022 • Hits: 59
“All advice should be regulated in a similar way”, a financial services firm has argued in its QAR submission. ... READ MORE
Vanguard proposes complete overhaul of financial advice

News

Vanguard proposes complete overhaul of financial advice

04 July 2022 • Hits: 989
Vanguard has called for a complete overhaul of the advice industry. READ MORE

News

Mercer to face court over alleged misrepresentations

01 July 2022 • Hits: 907
ASIC has commenced civil penalty proceedings against Mercer Financial Advice for allegedly misleading customers about fe ... READ MORE

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