financial planners

Financial planning

ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....

Financial planning

Momentum grows on separating product from advice

The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....

Financial planning

Roadshow takes managed accounts to planners

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

Financial planning

Planners need to differentiate risk tolerances

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

Financial planning

Budget divides planning organisations

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Policy & Regulation

Succession planning eludes most advisers

Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...

Policy & Regulation

Outsource PDS approvals to independent research body

ASIC should outsource PDS approvals to an independent research panel funded by planner levy. ...

Financial planning

Fiducian acquires client base

Fiducian spends $1.31 million on purchase of client base....

Editorial

Good and bad in lifting pension age

While many Australians will resent a Federal Budget which includes a lifting of the pension age to 70, such a move is likely to generate plenty of business and new produc...

Funds management

Global equities present opportunities for planners

Over the past 12 months the global equities sector has seen the highest number of new product entrants since before the onset of the global financial crisis....

Financial planning

Advisers seek clarity on TASA and FOFA

TASA and FOFA focus of planners’ attention....

Financial planning

Planners up the ante on direct equities

Planners are pushing record sums of new client money into listed investments, research shows....

Superannuation

SPAA backs plucking out 'bad apples’ from advice sector

SPAA supports ASIC’s drive for tougher measures to tackle the 'bad apples’ of the financial services industry....

Financial planning

Year-end tax strategies - avoiding unpleasant surprises

No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...

Editorial

Financial reform demands financial literacy

A common theme of submissions to the Financial Systems Review is a call for higher levels of financial literacy, but this needs to be coupled with a message around the va...