Client wellbeing and digitisation crucial for advice practices
Taking a holistic approach to overall client wellbeing and technology adoption will be crucial for successful planning firms.
Source: moneymanagement.com.au
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Advisers call out regulation backflip
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime.
Source: financialstandard.com.au
Advisers cautious of election promises
The federal government must be held accountable for making sweeping promises around reducing compliance and qualification red tape, a financial advice industry event has heard.
Source: financialstandard.com.au
AIA launches advice subsidiary with CBA
Commonwealth Bank will partially transfer its salaried advice business, Commonwealth Financial Planning, to AIA Australia’s new advice subsidiary.
Source: moneymanagement.com.au