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FINANCIAL PLANNERS
Financial planning
Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....
Policy & Regulation
The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....
Financial planning
Improving professionalism in the financial planning arena will be a key theme at this week’s Financial Planning Association (FPA) Congress in Adelaide. ...
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Accounting
Small scale accountancy practices are least suited to provide SMSF advice failing in their fund administration compliance according to Xpress Super and Super Guardian chi...
Financial planning
Financial advisers to gain access to credit reporting training after Kaplan strikes deal with Australian Retail Credit Association (ARCA)....
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Financial planning
Online rating systems for planners have low levels of penetration and produce inconsistent results that will not assist in building trust in the financial advice sector...
Editorial
Quick fix solutions, often driven by client demand, won’t serve the financial planning profession in the long run, Paul Barrett writes. ...
Editorial
The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...
Financial planning
The financial advisers’ register is missing key bits of information, defeating the purpose of the register to make information transparent to consumers....
Life/Risk
The number of PI insurance providers is likely to grow but planners have been warned that not every service they provide will be covered....
Editorial
Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...
Editorial
Investing in stocks in Asia is not for the faint-hearted given the scope of the region and the range of investments on offer. However, as Jason Spits writes, accessing so...
Financial planning
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...