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FINANCIAL PLANNERS
Financial planning
Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....
Financial planning
While industry bodies support the Government's proposed regulatory amendments to accelerate the wind-up of so-called 'phoenix' companies and claim the issue is not a majo...
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
Financial planning
It is important when establishing a referral relationship between accountants and financial planners that they are properly matched - or there is the risk of the relation...
Policy & Regulation
The Government needs to significantly amend arrangements around the fee disclosure requirements contained in the FOFA legislation to eliminate anticipated fees, and finan...
Financial planning
Changes to the delivery of intra-fund financial advice preclude recommendations to consolidate superannuation accounts or move from one fund to another, but still fall sh...
Financial planning
Women often lack knowledge on financial products and are frequently focused on household expenses before they consider seeking financial advice....
Financial planning
As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...
Editorial
The political clock is ticking and, as Mike Taylor writes, global economic reality may overtake the Government’s policy agenda before it can deliver proof of a Budget sur...
Editorial
As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...
Policy & Regulation
The PJC has recommended key changes to Government legislation, providing hope it might act similarly on FOFA....
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Policy & Regulation
Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Editorial
The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...
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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...