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FINANCIAL PLANNERS
Financial planning
It’s time to put the vexed question of financial advice and vertical integration into perspective, writes David O’Reilly....
Superannuation
Different needs and spending habits mean women may need between $12,000 to $20,000 more than men in retirement....
Financial planning
Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...
Financial planning
The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...
Financial planning
Fiducian Portfolio Services Limited has developed a new software solution intended to allow planners to compile fee disclosure statements. ...
Financial planning
New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...
Financial planning
New research shows financial planners’ return expectations are up for the first time in four years, reflecting an increase in investor sentiment....
Financial planning
The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...
Financial planning
Grandfathering has the potential to split the ranks of financial planners into two camps. ...
Financial planning
Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....
Editorial
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
Financial planning
The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Financial planning
Specialist broker claims merged planning/accounting firms represent better value....
Superannuation
New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....
Editorial
There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...