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FASEA Exam Poll

Our latest poll draws on the announcement last week that more than 90 percent of your peers passed the first round of the FASEA adviser exam (see: FASEA Confirms 90%+ Advisers Pass…). (more…)

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2 · August 13, 2019 in Compliance & Regulation, Polls  
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New Risk Specialist Business Joint Venture

NSW risk advice firm, MBS Insurance and Victorian risk specialists, Complete Risk Analysis have announced they are joining forces. (more…)

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0 · August 13, 2019 in Dealer Groups, General  
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AFA Announces 2019 Adviser of the Year Grand Finalists

The Association of Financial Advisers and Zurich have announced the three grand finalists in the prestigious 2019 AFA Adviser of the Year Award. (more…)

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0 · August 13, 2019 in Associations  
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OnePath Product, Services Update

Zurich continues to walk the talk of a long-term dual brand strategy as OnePath announces a new premium discount and service enhancements to its market offer. (more…)

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0 · August 9, 2019 in Products, Services  
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‘Deep Concerns’ Over Removal of Grandfathered Commissions – AFA

The AFA has expressed its strong reservations in relation to a number of issues surrounding the removal of grandfathered investment and superannuation commissions (see: Government Confirms Grandfathering Ban Date). (more…)

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5 · August 5, 2019 in Compliance & Regulation, Remuneration  
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Financial Planners Embrace Self-Licensing 

More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends.   (more…)

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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training  
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FPA Warning on Grandfathered Commission Ban

The Financial Planning Association of Australia (FPA) has raised its concern that consumers could be the ones to miss out as the Government’s Treasury Laws Amendment Bill 2019 is introduced in the Australian Parliament, ending the grandfathering of commissions on investment products. (more…)

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1 · August 2, 2019 in Associations, Compliance & Regulation, Remuneration  
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Senator Hume to Address Advisers at AFA Conference

The AFA has confirmed the new Minister responsible for the financial services sector, Senator Jane Hume, will make an address to advisers at its 2019 Conference in Adelaide at the end of this month. (more…)

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4 · August 2, 2019 in Associations, Conferences and Events  
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Specialist Approach Preferred by Most Advisers

Most advisers consider specialisation is the way to go for their future direction and success. (more…)

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3 · July 30, 2019 in Conferences and Events, Polls  
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Government Confirms Grandfathering Ban Date

The Federal Government is set to implement legislation that will ban the grandfathering of investment and superannuation commissions by 1 January 2021. (more…)

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7 · July 30, 2019 in Compliance & Regulation, Remuneration