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| | | ... questions, with all the consumer protections in place." Jones said the focus will be on removing red tape for financial advisers, but only in areas that are not currently providing consumer protections, saying a lot of it is "form-filling that doesn't ... |
| | | | ... many to the financial advice profession while ensuring there is a clear boundary between the new class and professional advisers, it said. "It's extremely important that the education for NCAs can count towards a full financial planning degree, and that ... |
| | | | ASIC commissioner Alan Kirkland had told financial advisers and superannuation trustees that more needs to be done to ensure better retirement outcomes for Australians. It comes after ASIC released its superannuation choice products and their focus ... |
| | | | Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ... |
| | | | ... Shield," ASIC said. In all, ASIC is investigating KAM, its directors and officers, the super trustees, the financial advisers who recommended investments in Shield, the lead generators, and others. At a meeting yesterday, KAM's creditors resolved ... |
| | | | Financial advisers must build the confidence to talk to clients about sensitive topics such as divorce, financial coercion, and binding financial agreements (BFAs) to help them navigate difficult periods and make a real difference in their lives. According ... |
| | | | Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new ... |
| | | | ... is also another mechanism for some action to be taken, which is the fit and proper person test, applies to financial advisers and includes an element of the non-payment of AFCA determinations," FAAA general manager of policy and advocacy Phil Anderson ... |
| | | | ... licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The ... |
| | | | ... the Global Economy. The series covers emerging trends and opportunities in global financial markets, to help financial advisers and their clients prepare for the rapidly changing environment. Themes include the non-bank credit boom, the development of ... |
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