Financial Planning
Early financial advice prevents worries at the end
HARRISON WORLEY  |  MONDAY, 14 JAN 2019
Seeking financial advice earlier in life could be the difference between worrying and reflecting on a life well-lived.
Game over for grandfathered commissions
JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
As far as the Productivity Commission is concerned, grandfathered commissions are dead in the water.
FASEA reforms see ASIC register swell
JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
Calls for existing financial advisers to join ASIC's Financial Advisers Register (FAR) were answered in 2018. More than 3300 names were added throughout the year.
Advice dealer group, fintech align
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform.
AFA explains stance on grandfathered commissions
DARREN SNYDER  |  FRIDAY, 21 DEC 2018
The Association of Financial Advisers has shed further light on its opposition to end grandfathered commissions, outlining considerations the financial services Royal Commission did not address in public hearings.
FASEA releases professional year standard
HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
New financial advisers will be required to undertake 1500 hours of work activities and an additional 100 hours of structured training before becoming known as a provisional financial planner or adviser.
FASEA finalises adviser CPD standard
HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
FASEA has settled on the continuing professional development requirements for financial advisers.
CFS study finds managed accounts improve advice
KANIKA SOOD  |  FRIDAY, 21 DEC 2018
Financial advisers now have a number for how much more time they can expect to spend with their clients if they switch to managed accounts.
Super fund and advice group create alliance
DARREN SNYDER  |  THURSDAY, 20 DEC 2018
An $8 billion industry superannuation fund recently established a partnership with a national financial planning group to expand its advice service to members.
Grandfathered commissions: Where to from here?
JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
Almost two-thirds of financial advisers are against the removal of grandfathered commissions.
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