FINANCIAL PLANNERS
Financial planning
Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....
Superannuation
Heffron extends it SMSF administration and compliance service beyond financial planners to accountants....
Accounting
SMSF service provider Heffron has extended its outsourced SMSF administration and compliance services to accountants, stating they are facing stiff competition for SMSF a...
Financial planning
A new agreement will see Future2 Foundation become the charitable foundation of the FPA. ...
Funds management
The review of the managed discretionary account (MDA) sector being undertaken by ASIC is likely to result in a reduction of MDA operators — with only the largest able to ...
Financial planning
New US research suggests planners need to be careful about making assumptions about what female clients want....
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying fund to provide a solution for financial planners....
Financial planning
New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Financial planning
Difficulties in securing finance will deplete independent planner space....
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Editorial
Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...
Rate the raters
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
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MARKET INSIGHTS
Podcast
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...