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Financial planning
Financial planning industry veteran Gwen Fletcher passes away aged 94....
Financial planning
Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....
Financial planning
New online advice platform offers full financial plans for as little as $199....
Financial planning
Advisers always have a keen eye on the performance of their business, aiming to determine where they should focus their efforts to have the biggest positive impact on the...
Superannuation
The relaunch comes with the prospect of allowing sales commissions back into financial advice, ISA says. ...
Financial planning
ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...
Financial planning
Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...
Financial planning
Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...
Financial planning
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
Editorial
Smart beta is a term many advisers will have read about and many may already invest in smart beta products on behalf of their clients, but there is more to it than many a...
Financial planning
Sinodinos says the Government does not intend to speculate on hypothetical court challenges to FOFA as posed by the ISA. ...
Life/Risk
Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...
Financial planning
The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...
Financial planning
SMSF specialist BGL sets March launch date for new SMSF administration product. ...
Funds management
Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...