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FINANCIAL PLANNERS
Financial planning
Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...
Superannuation
Compare the pair. It is likely these three words are some of the best known, and most irritating, among financial planners and advisers and have grated with them for the ...
Financial planning
Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....
Editorial
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
Financial planning
Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....
Financial planning
Client relationships are the only real value financial advisers can bring to the table as automation increasingly replaces the process work, Wayne Leggett said....
Financial planning
Research undertaken by ASIC points to institutionally-aligned planners having the most "passive" clients. ...
Financial planning
Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...
Financial planning
All forms of agribusiness managed investment schemes (MIS) should be shut down and all government support for the schemes removed to avoid further losses from the public ...
Financial planning
Lonsec Stockbroking has signalled a push into the adviser market, partnering with GBST to offer financial advisers a cloud-based practice management tool to manage whole-...
Financial planning
The directors and trustees of investment companies carry far less regulatory onus than financial planners, according to Centrepoint Alliance....
Financial planning
Financial planners looking for new jobs are frequently receiving multiple offers, as banks vie for talent in a changing regulatory space, a survey has revealed. ...
Financial planning
Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....
Financial planning
The FSC has told a Parliamentary Committee that ASIC needs to get more proactive in pursuing enforcement when planning breaches occur....
Financial planning
The AIST has called on the Government to draw a distinction between bank aligned and independent financial planners....
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Podcast
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...
So we are now underwriting criminal scams?...