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Independent Financial Adviser
10 小时
Lack of consensus hampering fee consent form development
ASFA has pushed back on the design of consent forms for ongoing advice fees, arguing that the minister cannot prescribe a ...
Independent Financial Adviser
9 小时
What really needs to be in an SOA?
While SOAs are viewed as an onerous obligation by advisers, compliance experts have argued that, once you understand what ...
Independent Financial Adviser
10 小时
AFSL demand sees specialist law firm launch advisory board
Hamilton Blackstone Lawyers, a specialist financial services legal firm, has established a new advisory board as increased ...
Independent Financial Adviser
11 小时
RBA announces latest rate call for 2024
The central bank has delivered its last rate decision for 2024. The Reserve Bank of Australia (RBA) has announced another ...
Independent Financial Adviser
11 小时
PJC pushes for improved financial abuse training for advisers
The parliamentary joint committee’s report into financial abuse has called for improvements in the financial abuse training ...
Independent Financial Adviser
1 天
More than 10m Australians open to seeking financial advice
The demand for financial advice has reached record highs, especially regarding retirement income, according to the latest ...
Independent Financial Adviser
1 天
FSCP reappoints 24 part-time members
The panel has kept 24 of its part-time members on for a further three-year term, while the remaining seven will close out ...
Independent Financial Adviser
1 天
Taking a 'blank canvas approach' to post-DBFO SOAs
According to Adviser Ratings, the “liberation from SOA requirements” with the coming legislative reforms is an opportunity ...
Opinion
Independent Financial Adviser
1 天
Opinion
Paving the way for a new era in platforms
Advice businesses continue to evolve, shifting from responding to regulatory change to focusing on opportunities to tackle ...
Independent Financial Adviser
2 天
NCAs not helping public perception of advice
Minister Jones’ DBFO announcement has received a mixed response within the financial services sector; however, the reaction ...
Independent Financial Adviser
2 天
More than 20k candidates have passed the adviser exam
ASIC adviser exam sitting has seen the highest percentage of pass marks since it began administering the exam in 2022, ...
Independent Financial Adviser
2 天
Caddick auditor class action reaches settlement
A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct ...
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