financial planners

Financial planning

A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....

Financial planning

Complaints to FOS still rising

Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....

Financial planning

Complaints data out in the open

Consumers will now be able to view comparative tables about the disputes performance of major financial services providers as part of a new initiative by the Financial Om...

Editorial

Paying the high price of financial planning 'opt in'

With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...

Financial planning

Opt-in will come at a cost to clients

A Money Management survey has suggested the cost of opt-in will not be cheap and it will be carried by clients....

Financial planning

Active management worth the cost

Lonsec has defended the cost of active management, pointing to the upside potential....

Financial planning

Opt in costs 'negligible', says ISN

Industry Super Network uses more research to pressure Govt on annual opt in....

Financial planning

Survey: what will opt in cost you?

Money Management surveys the cost of opt in....

Superannuation

Super fund advice on par

Expanded intra-fund advice would not compromise the quality of financial advice Australians receive because it is governed by the same rules and regulations as other advi...

Financial planning

Industry funds pressure Govt on opt in

The Industry Super Network has commissioned a poll it claims proves its point on annual opt in....

Financial planning

Planning lobbyists target independents

The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....

Editorial

Disunity runs the risk of FOFA defeat

The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...

Financial planning

Cash: Sitting on the sidelines

Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...

Financial planning

Fiduciary duty could add to advice complexity and cost

Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...