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Stephen Jones announces consultation on education standards and adviser exam
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Stephen Jones announces consultation on education standards and adviser exam
The financial services minister announced the news on Wednesday (10 August). ...
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News
Industry 'haemorrhaging' advisers and leaving Australians without access to protection
A life insurer has called for the upcoming Quality of Advice Review (QAR) to focus on a key area. ...
News
Surveillance of super fund dispute resolution suggests ‘significant compliance issues’
ASIC has conducted surveillance on the complaints handling of funds. ...
News
'Significant' change expected to come from QAR, but process may take some time
The Quality of Advice Review (QAR) is set to be released in December. ...
News
New research finds compliance burden remains biggest challenge for advisers
A new report has been released this week. ...
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podcast
How to ensure the advice industry can thrive in the future
On a new episode of the ifa Show, host Neil Griffiths is joined by Nigel Baker, founder of digital solution, Scientiam. ...
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'Demand for advice exceeds the supply': AFA CEO
On a new episode of the ifa Show, host Neil Griffiths is joined by the Association of Financial Advisers (AFA) CEO, Phil Anderson. ...
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FINSIA CEO on the state of advice in 2022
On a new episode of the ifa Show podcast, host Neil Griffiths is joined by FINSIA CEO and managing director, Yasser El-Ansary. ...
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Knowledge Centre
Leveraging advice technology to grow your practice
AdviceTech is constantly changing; to stay ahead of the competition, advisers need to implement modern technology solutions that help them stay compli...
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Regulation and Innovation
Richard Hopkin, associate at Cowell Clarke Commercial Lawyers, will talk about how technology is key to compliance, and how online tools can alleviate...
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How SaaS can improve your insights and reduce costs for your clients
Sharesight’s Chris Stojcevski will uncover how technology and the latest industry trends are modernising financial planning. Chris will discuss how ...
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Strategy
News
Government applauded for removing SMSFs from retirement income strategy legislation
The SMSF Association has applauded the government for the decision to remove SMSFs from the legislative requirement for trustees to develop a retireme...
News
ifa boosts team and unveils fresh content strategy
Momentum Media has bolstered its wealth portfolio, unveiling an expanded content team and adding a consumer brand that delivers Australians essential ...
News
ClearView announces review of operational strategy
Following a year of solid growth, with profit after tax increasing by 54 per cent to $22.7 million, ClearView announced on Friday that it has begun th...
News
What’s on the agenda for the industry’s legal overhaul
In addition to questioning whether the much-despised safe harbour test should be scrapped, the Australian Law Reform Commission has flagged streamlini...
News
Business Strategy Day, Day 2: Advice tech revolution has consequences
On the second and final day of ifa’s Business Strategy Day 2021, a global cybersecurity expert warned of the risks of advice firms’ rapid adoption...
News
Business Strategy Day, Day 1: FASEA exam processes revealed
In the first day of ifa’s virtual Business Strategy Day for 2021, the standards authority revealed how its exam questions are assessed and decided u...
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opinion
More frequent reviews required for SMSFs with volatile assets
Miranda Brownlee
SMSFs with highly volatile assets such as cryptocurrency may need to review their investment strategies more than once a year where there are signific...
ASIC cracks down on financial advisers and their licensees
Josh Wigney and Jesse Vermiglio
Financial advisers and their licensees, take note — ASIC is following up on advisers who haven’t yet completed the financial adviser exam. ...
Ten tips for better data
Stephen Wirth
Rather than simply being a by-product of the services financial advisers offer, data now plays an important role in the financial advice process. Mode...
It’s inevitable accountant-planner joint ventures will increase — but basic fundamentals needed first
Jose Alguera-Lara
Accountants have been very fortunate to be perceived as trusted advisers and the industry wears this label with pride. But the time has come to acknow...
Six tips for stronger data security
John Rouffas
Cyber crime is on the rise, fuelled by the pandemic and our increasing use of technology across all aspects of our daily lives. ...
There is no turning back: Digital is coming to financial advice
Craig Keary
Australians are famously fast adopters of digital technologies that are done well. Add in the pandemic-driven acceleration of digital adoption, and it...
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