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FINANCIAL PLANNERS
Editorial
The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
Financial planning
New insolvencies data suggests financial services firms are weathering the tough times better than most, albeit some advisers and MIS schemes were exposed....
Life/Risk
New Investment Trends research confirms life/risk has grown in importance in the planner revenue equation....
Life/Risk
The Financial Services Council has received support from the Australian Securities and Investments Commission for its new framework aimed at reducing churning in life/ris...
Superannuation
Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....
Financial planning
Some authorised representatives of banned licensee Morrison Carr claim ASIC did not notify them as soon as the dealer group's licence was cancelled, leaving them practisi...
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
Bridges Financial Services has entered into referral agreements with Woolworths Employees Credit Union, Select Mutual Banking and Heritage Isle Credit Union....
Financial planning
ASIC's recent scaled advice consultation paper does a fantastic job of clarifying how scaled advice will work in practice but leaves one significant gap, according to MyA...
Financial planning
Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....
Financial planning
New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability....
Financial planning
Since launching the solution in June, DomaCom has received more than 140 applications from financial planners and accountants wanting to trial its lifestyle road mapping ...
Financial planning
Mercer looks to points of difference to attract high net worths....
Financial planning
IOOF has released a mobile information application as part of its AdviserConnect program....
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MARKET INSIGHTS
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...