FAAA baulks at another industry levy proposal
17 October 2024Financial advisers are already heavily burdened by industry funding levies and FAAA is warning against yet another levy being imposed.
Financial advisers are already heavily burdened by industry funding levies and FAAA is warning against yet another levy being imposed.
Colonial First State has moved ahead of its peers in introducing a digital advice solution for its FirstChoice super members without an adviser.
Australia’s major consumer groups have backed a call for property advice to be licensed in the same way as financial advisers.
The FAAA believes people wanting to be treated as wholesale investors should need to pass an online exam which validates their status.
Iress has added a new suite of tools to its Advisely platform, including a new benchmarking tool to help advisers determine client servicing gaps.
Financial adviser growth remains modest but a pattern is emerging of the number of new entrants more than offsetting adviser departures.
Intelliflo has unveiled two new business intelligence dashboards to help solve advisers’ data quality and workflow management issues.
ASIC has banned a Sydney-based financial adviser for two years for allegedly misleading the Tax Practitioners Board (TPB).
The latest Financial Wellness report from AMP has revealed levels of financial security and stress have worsened since the COVID-19 pandemic.