Kaplan Professional believes around 1700 advisers are at risk of not meeting the deadline to have an approved tertiary ...

The regulator has banned the licence of Financial Services Group Australia for failing to ensure its representatives gave advice in the clients’ best interest by distributing the Shield and First ...

Most licensees are across their obligations to dob themselves to ASIC when they become aware of a ‘reportable situation’, but less so that they are required to dob in other licensees in certain ...

The days of life companies, funds managers and platforms dominating the financial service value chain are numbered as capital finally flows to advice and large, corporatised advice platforms emerge, ...

Advice firms need to charge between $3000 to $4000 to remain viable, despite most Australians only willing to pay $500 for financial advice. The latest Adviser Ratings Musical Chairs report found 67 ...

The evolution of AI at platform provider HUB24 has found that smaller generative AI models are preferable to the bigger foundation models. At a roundtable about AI’s role in driving innovation in ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional ...

The Stockbrokers and Investment Advisers Association has labelled Tranche 2 of the Delivering Better Financial Outcomes reforms as a “disappointing outcome from two years of regulatory review”.

Reducing the number of platforms may not necessarily solve the inefficiency problem, as data integration continues to present problems for advisers. Data from Investment Trends found the average ...

Tranche 2 of the Delivering Better Financial Outcomes reforms establish a foundation for provision of financial advice to super fund members who would otherwise miss out. However, The Conexus ...

The Financial Advice Association Australia “welcomes” the opposition’s renewed energy for financial advice but is looking for clarity from Labor, the minor parties and independents on advice issues.

New Zealand’s regulator, the Financial Markets Authority, has launched a review focusing on financial advice accessibility, sharing similarities with our own Quality of Advice Review. But the NZ ...