financial planners

Editorial

FOFA ushering in a new financial planning reality

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

FOFA - a 'grimm' tale for financial planners

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

Financial services firms more solvent than most

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

More financial planners turn to life/risk

New Investment Trends research confirms life/risk has grown in importance in the planner revenue equation....

Life/Risk

ASIC supports FSC's clawback policy

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 to research industry super funds

Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....

Financial planning

Morrison Carr ARs left in dark

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

How much is a financial adviser’s independence worth?

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

Financial planning

Bridges signs three new referral partners

Bridges Financial Services has entered into referral agreements with Woolworths Employees Credit Union, Select Mutual Banking and Heritage Isle Credit Union....

Financial planning

Scaled advice paper '90% there': Sheehan

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

Financial Planning Week begins

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

Planners cut advice fees

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

DomaCom piques planners' interest

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 ...