advisers

Financial planning

Sinodinos urges planners to pass on savings

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....

Financial planning

Product push disguised as education

Educational programs launched by some vertically integrated dealer groups are nothing more than a product push to advisers, says Anne Fuchs....

Superannuation

Australians refocus on retirement

Australians aged over 55 have refocused on their retirement, according to specialist SMSF advisory firm Crowe Horwath. ...

Financial planning

netwealth launches major updates

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

Financial planning

Soft dollar benefits - sticking to the rules

With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...

Editorial

The future of platforms

Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....

Financial planning

Advisers risk losing clients

Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....

Financial planning

Tailor MDAs for every client: adviser

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

Financial planning

Traditional planning software not up to scaled advice

Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....

Funds management

ASIC ‘disappointed’ with structured product advice

Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....

Financial planning

Bendigo Bank looks to build out SMSF advice

SMSF push results in purchase of Victorian practice....

Financial planning

Narrow-minded approach to compliance costs profession

A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...

Financial planning

Is there room for smaller planners in scaled advice?

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...