financial planners

Financial planning

Online planning software provider picked up for $22.5 million

WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....

Superannuation

FPA rejects superannuation product industry critics

FPA CEO Mark Rantall rebuffs ISA’s criticisms of Government’s FOFA amendments....

Financial planning

No slow-down for wealth management

Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....

Life/Risk

Claims advice should be part of full advice process

The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....

Financial planning

Planners need to access wide expertise

Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....

Financial planning

Mortgage brokers 10 years behind advisers, says exec

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Financial planning

FPA to continue push for TASA changes

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

Financial planning

New systems needed to traverse aged care changes

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

Financial planning

Planners should encourage healthy lifestyle

In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...

Funds management

Product sales from bank-aligned planners in decline

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

Editorial

Google is not a financial adviser

Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...