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FINANCIAL PLANNERS
Financial planning
The Commonwealth Bank has used its second FSI submission to back a US-style approach to the implementation of a natioanl register of financial planners....
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Financial planning
Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....
Financial planning
Platforms should report adviser fraud to licensees despite not being required under law to do so....
Accounting
Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....
Financial planning
Centrepoint Alliance will operate their own managed account offering after receiving approval last week to offer it to clients of financial planners....
Financial planning
Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...
Financial planning
The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....
Financial planning
NAB/MLC has joined the push to lift planner education standards....
Financial planning
ASIC plans to have more ‘cops on the beat’ as it targets the financial advice sector....
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
Skaffold looks to SMSF and adviser markets. ...
Top 100
Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
Financial planning
A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...