financial planners

ARTICLES

Advisers not prepared for cyber attacks, survey reveals

Planners showing increasing interest in annuitisations for clients

IFAs should compete with the big banks

Bonds: The Shifting Investment Landscape

Legg Mason

Demand for SMSF planning expertise growing

Don’t unnecessarily punish degree holders says FPA

Consumers still distrusting of planners despite results

Determining the real value of managed accounts

Praemium

Financial planners bleeding active clients

Existing advisers should re-think exiting

Educated planners sought after for remediation work

Don’t penalise planners for licensee misdeeds – FPA

Advisers less than happy with CRM and planning software

Compliance and value: a balancing act

Different sauce for the industry funds gander

Ethical investment – what price?

New deal brings more technology to financial planners