financial planners

Financial planning

‘Look beyond the noise’ politicians urged

Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...

Financial planning

BT introduces client planner ratings

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

Financial planning

Gatekeeper planners have missed next growth sector

Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....

Editorial

The personal touch

While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...

Financial planning

Differentiate yourselves from bank planners

Fiducian urges its planners to differentiate themselves from bank planners....

Funds management

Advice still required for direct equities investors

Financial planners will still remain a necessary part of equities research as clients will continue to require guidance on risk and market exposure according to an online...

Financial planning

ASIC has power on planner education: Cormann

ASIC has the power to move to lift planner education standards, according to Finance Minister, Mathias Cormann....

Financial planning

Many advisers are struggling with managed accounts: Philo

Despite high levels of interest in managed accounts among financial planners, many have no practical or theoretical experience of them, experts believe....

Editorial

Compensation beyond PI

With a third of FOS determinations going unpaid the efficacy of Professional Indemnity insurance as a compensation mechanism is under question and, as Mike Taylor reports...

Financial planning

Starting a career in Financial Planning: Entering a profession in flux

As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...

Superannuation

SuperRatings to offer planners fund data via deal

Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....

Financial planning

Warning on licensee double taxation

Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....

Financial planning

Planners and accountants’ cross purposes sabotage referral relationship

Financial planners and accountants will not be able to work with each other if the former seeks ad-hoc relationships and the latter only seeks revenue from any joint... ...