financial planners

Financial planning

Financial planners' excess cash holdings skyrocket

Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....

Editorial

Why financial planners should aspire to be more like doctors (and less like lawyers)

Mike Taylor argues that if financial planners are to follow a template for becoming a profession, they should choose medicine over the law....

Financial planning

FPA differs with Coalition on enshrining term 'financial planner'

FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....

Financial planning

Data portrays static life sector

Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...

Financial planning

New online approach aimed at retail financial planning

New platform launched to challenge planners in retail advice market....

Financial planning

Advisers can be fast-tracked to write home loans

Financial planners can fast-track training to write home loans because of their existing qualifications, according to Australian Capital Home Loans (ACHL)....

Financial planning

Securitor launches new adviser tools

Financial advisers will be able to better track key performance indicators as a result of new tools launched this week by Securitor....

Financial planning

Fewer Australians use financial planners

Research suggests fewer Australians use financial planners, but remaining clients are happier....

Superannuation

ASIC research shows SMSF costs lower

The Australian Securities and Investments Commission (ASIC) may need to revise the $200,000 figure it placed on the success of self-managed super fund (SMSF) starters aft...

Financial planning

Adviser sentiment improves: Wealth Insights

Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights....

Financial planning

Industry welcomes Shorten's consumer protection moves

The FPA and AFA have welcomed draft regulations that will enshrine the term 'financial planner/adviser' in law as an important consumer protection move....

Financial planning

More investors want to be hands-on with their portfolios

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

Financial planning

Planners rely on risk advice for income

Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...