Financial Planning
ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020   12:33PM
Centrepoint Alliance has announced two of its executives will depart as the rest of the leadership prepare for 20% pay cuts.
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Former financial adviser permanently banned
HARRISON WORLEY  |  TUESDAY, 7 APR 2020
A former financial adviser is the first person to be permanently banned from having any involvement in financial services or credit businesses in Australia.
Latest adviser exam results in
JAMIE WILLIAMSON  |  TUESDAY, 7 APR 2020
FASEA has announced more than 82% of financial advisers that sat the February exam were successful.
COVID-19 sparks renewed fight for commissions
ELIZABETH MCARTHUR  |  MONDAY, 6 APR 2020
The COVID-19 pandemic and subsequent economic slowdown has spurred a fight among financial advisers to retain commissions, amid news big institutions are turning them off earlier than the law requires.
Industry bodies work to ease regulatory burdens
ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Industry groups want the government to make fast, cheap financial advice possible for those impacted by the COVID-19 downturn - especially when it comes to early access to super.
Could relief on advice compliance save consumers?
ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
Panicked, stressed people are making rash decisions and falling victim to scams as they navigate the economic fallout of COVID-19 - but compliance has left some financial advisers and service providers feeling hamstrung in helping.
MLC waives licensee fees, delays dealer group transitions
JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
MLC Wealth is waiving licensee fees for all of its aligned financial advisers as they struggle to operate their businesses and provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and ...
COVID-19 will increase demand for advice: Survey
KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
Almost eight in 10 advisers surveyed by Allan Gray think the COVID-19 crisis will increase the demand for financial advice.
New firm joins Count Financial network
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
Count Financial has become the licensee of an accounting-led financial advice firm in Queensland.
Former AMP adviser sentenced
ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
A former authorised representative of Charter Financial Planning has been charged over what the judge described as a betrayal of his clients.
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