financial planners

Financial planning

FPA announces 2020 award winners

WA-based HPH Solutions has picked up two awards, as the annually presented award reaches its eighth year. ...

Financial planning

The exodus of financial planners continues as this week saw a further loss of 35 adviser roles, with AMP Financial Planning seeing again the highest number of departures,...

Financial planning

Women still largely underrepresented among planners

Almost 80% of financial planners, who are registered under the Australian Securities and Investments Commission’s Financial Adviser Register, are men. ...

Financial planning

Six Park reveals degree of push behind expansion of scaled advice

The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...

Financial planning

FPA points to unreasonable cost of advice changes

With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...

Financial planning

2021 adviser flight to better quality licensees predicted

Some financial advisers are facing a hefty rise in their dealership fees next year, prompting a senior dealer group chief executive to predict a flight to quality. ...

Financial planning

QSuper ceases comprehensive advice

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected. ...

Financial planning

Planners back merger of FPA and AFA

A merger of the Financial Planning Association and the Association of Financial Advisers rather than the creation of new financial planning body has emerged as the prefer...

Financial planning

Media wrong to tar advisers with the one brush

A financial planning and accounting company head has taken the media to task for seeking to tar financial advisers with the one brush when he says the vast majority are t...

Policy & Regulation

FPA welcomes LIC stamping fee extension

It has now called on the Senate to pass the FASEA extension bill, now that the Government has removed the exemption that allows stamping fees on listed investment entitie...

Financial planning

Big adviser groups facing degree deficit

Some of Australia’s largest financial advice groups are facing the problem of too few advisers who are degree qualified leading to the need for strong succession planning...

Financial planning

North American advisers see increased demand

Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. ...

Financial planning

Kiwi advisers gain regulatory breathing space

The New Zealand Government has signalled it will slow the pace of regulatory change for the financial services industry to allow it to help consumers move beyond COVID-19...

Financial planning

Synchron launches virtual catch ups

Synchron has announced the launch of its weekly virtual catch up series to help advisers adapt and conduct business during COVID-19 pandemic. ...

Financial planning

AMP signals flexible arrangements for clients, advisers

AMP has signalled its preparedness to help advisers and clients through the COVID-19 crisis including insurance premium suspensions in some circumstances. ...