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FINANCIAL PLANNERS
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Financial planning
Although financial planners are often told it is cheaper to be the authorised representative of a major licensee, that is not necessarily the case, according to Pathway L...
Financial planning
A new paper suggests financial planners need to rethink what drives client risk tolerance....
Financial planning
Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...
Financial planning
The same regulator critical of financial planner responses in a shadow shopping exercise has turned in a 100 per cent fail in responding to parliamentary questions on tim...
Financial planning
A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...
Financial planning
The minimum training requirements for financial planners providing advice on carbon financial products has been finalised by ASIC....
Funds management
The wealth management industry is failing to properly educate retirees about longevity risk and investment risk, according to a survey conducted by PricewaterhouseCoopers...
Superannuation
Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...
Financial planning
ASIC has rapped 21 financial services licensees across the knuckles for incorrectly marketing themselves as 'independent'....
Financial planning
Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...
Financial planning
The Financial Planning Association has welcomed the announcement by Assistant Treasurer David Bradbury exempting financial planners from the taxation services regime unti...
Superannuation
The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...
Superannuation
Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...
Editorial
If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...