financial planners

Editorial

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Financial planning

simpleWRAP reduces fees

Flat-fee platform simpleWRAP reduces fee structures....

Superannuation

Reforms bring aged care advice into focus

There has been an increasing focus on advice around aged care and support services, with the announcement of the Federal Government's aged care reforms....

Financial planning

Advisers need to set prices: Perkovic

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

Policy & Regulation

Shorten predicts few changes to Labor's reforms

The Minister for Financial Services, Bill Shorten, has predicted that few of the financial services reforms implemented by the Gillard Government will be amended or repea...

Editorial

When name calling hurts

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

Financial planning

Time to look for new planning talent: academic

The financial planning profession will have to start looking to grow its own talent rather than just poaching from elsewhere in the financial services industry if it want...

Editorial

Financial planning trail commissions in a post-FOFA world

Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...

Financial planning

Financial planners told to make FOFA irrelevant

Securitor's Matt Englund urges financial planners to make FOFA irrelevant by having the correct systems in place....

Financial planning

Tailoring financial advice for each generation

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

Financial planning

Financial planner sentiment decidedly cautious

While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....

Editorial

Protecting investors from themselves

An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....

Editorial

Uncertainty besets financial services as Government rushes reforms

Rushed financial services reforms such as FOFA and Stronger Super are exacting a heavy toll on financial planners and superannuation funds....

Financial planning

Transition payments can be 'quite reasonable'

The debate about so-called 'transition payments' being paid to planners is 'a little overhyped', according to financial planning consultant Wayne Wilson....