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A lack of certainty about when the current tranche of changes to financial advice laws is holding back investment in advice, ...
Model portfolios are no longer a matter of convenience for financial advisers, they are a a strategic imperative for ...
Former Minister for Financial Services Stephen Jones has been appointed Ambassador and Permanent Representative to the Organisation for Economic Cooperation and Development in Paris, France. Earlier ...
The shock sale of AMP’s financial advice licensing business in 2024 after 175 years was a momentous moment for the industry ...
As super funds scale up their advice provision, they’ll need to navigate murky governance waters and make sure their members ...
Licensees have found success by expanding the services they can deliver – even to self-licensed practices outside their networks. But the Professional Planner Licensee Summit heard there are still ...
The adviser levy is calculated with reference to the number of advisers on the ASIC Financial Advisers Register at the end of a financial year, but those advisers will only be required to pay in ...
Less prescriptive regulation of advice to wholesale clients is often a lure for advisers to target this market. But the ...
Chris is the editor of Professional Planner. He is an experienced Sydney-based financial services journalist with a background in advice, superannuation, investment and risk insurance issues. Contact ...
The corporate regulator is investigating the role platforms and researchers played in failed schemes like Shield and First Guardian that leveraged the authority of well-known brands to gain legitimacy ...
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