Rob-Advice Won’t Replace Advisers
Robo-advice still has a long way to go and isn’t necessarily a significant competitor to the human financial adviser, says Terry Ball, principal of...
Initiative to Elevate Women in Finance
INFINZ and the FSC are holding an Empower & Elevate: Women in Finance leadership series, featuring three events addressing leadership development.
The first event –...
Fewer Australian Firms Planning Significant Increases in Adviser Numbers
The Australian financial advice industry is showing a trend towards stability in practices’ adviser numbers for 2024, with fewer firms planning significant increases compared...
Adviser Withdraws Clawback Bill
News that an adviser has been asked to compensate a client following the intervention of a dispute resolution service generated lots of reader interest...
Clock Ticking on Adviser Incentive Changes
Incentives for those advising consumer clients, as opposed business clients, will change on 31 March 2025 when the Conduct of Financial Institutions legislation (CoFI)...
Time for FAPs to Review Client Checklists
Recent changes brought about by the Government’s Budget announcement have prompted the need for financial advisers to perform a review of their published documents...
FMA Urges Advisers to Read its Monitoring Report
The first Financial Advice Provider Monitoring Insights report shows that some FAPs and advisers have a limited understanding of the purpose and intent of...
Customer Engagement Initiative Relaunched
Our report that Fidelity Life has resurrected its system to recognise advisers who deliver exceptional customer service drew strong reader interest this week...
Fidelity Life...
FMA Prepares for FAPs’ Annual Returns
The FMA is preparing a series of online information sessions to help FAPs understand how to use its online portal to file their annual...