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FINANCIAL PLANNERS
Financial planning
ASIC acknowledges that vertical integration gives rise to conflicts of interest but acknoweldges that scale has benefits....
Superannuation
Concerns are being raised over alleged rorting of industry superannuation funds, following comments attributed to former NSW Treasurer, Michael Costa....
Financial planning
ASIC chairman, Greg Medcraft, confirms planners and SMSFs are on ASIC’s radar over the next 12 months....
Financial planning
Current market conditions will allow financial planners to sell their businesses at high prices even if not full transitioned to a fee for service model....
Financial planning
Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....
Financial planning
Financial planners should ask clients ‘how much is enough?’ and directing their thinking toward philanthropy according to a long-serving adviser....
Financial planning
Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...
Financial planning
Financial institutions should be prohibited from providing any form of adviser education to avoid perpetuating current business models which have promoted sales over advi...
Financial planning
Major insurer TAL claims clients care more about price than whether planners are aligned or non-aligned....
Superannuation
People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Editorial
While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...
Financial planning
The FPA has stressed the importance of assigning a deadline to new educational standards for the profession in a submission to another parliamentary inquiry. ...
Financial planning
Australian financial planners use less sophisticated software than US and UK counterparts and have focused on FOFA compliance instead of business efficiency....
Financial planning
Financial planners are sourcing almost a third of their revenue from risk advice and showing little hesitation when it comes to switching insurers for the best deal....
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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?...