financial planners

Editorial

Caveat emptor necessary amid planner churn

With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...

Financial planning

Insurer ‘selective’ on D&O insurance for planning businesses

Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....

Life/Risk

Direct life insurance – a friend or foe of financial advisers?

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

Financial planning

New Topdocs SMSF deeds tool

Specialist provider Topdocs has launched a new product into the SMSF sector which it says is aimed at speeding up and simplifying the task of updating SMSF deeds....

Financial planning

Why financial planners can no longer ignore Generations X and Y

If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....

Editorial

Does FOFA pose Hobson’s choice?

As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...

Financial planning

Lining up clients’ financial choices with their goals

The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...

Financial planning

Planning vs advice: what’s in a name?

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

Editorial

An invaluable offer of help from financial planners

It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...

Financial planning

Sundaram launches planner services offering

Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....

Editorial

ASIC's FOFA guidance gives planners a reason to smile

ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....

Financial planning

Dealer groups focus on young planners

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

Policy & Regulation

Govt releases draft bill covering tax agents’ regime

Financial planners who give tax advice in the course of advising on financial products are set to fall within the regulatory regime of the Tax Practitioners Board....

Financial planning

FPA launches new best practice campaign

The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....

Financial planning

Client management the key to scaled advice

Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...