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FINANCIAL PLANNERS
Financial planning
The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....
Financial planning
New research from Roy Morgan has confirmed consumers remain confused about financial planners, distrusting their ethics and honesty but happy to pocket the results of goo...
Financial planning
A new report from Investment Trends has shown that financial planners are losing active clients in greater numbers than they are attaining them....
Financial planning
Existing financial planners contemplating exiting the industry due to the new educational requirements should re-think their options due to the high demand for advice fr...
Financial planning
Financial planners with higher educational qualifications were in demand for remediation projects, leading to a candidate shortage, the Hays quarterly report found....
Financial planning
The Financial Planning Association is urging that new external dispute resolution arrangements insulate third-party planners from the misdeeds of licensees....
Financial planning
A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial planning and CRM software....
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
Editorial
What is the difference between a ‘rebate’ and a ‘commission’ and is a different standard being applied to the ‘risk sharing rebates’ paid to industry funds by insurers?...
Features
An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...
Financial planning
Financial training programs provider, Mentor Education entered into a deal with Suitebox to help financial planners become more ‘tech savvy’....
Life/Risk
A new white paper has warned that the Life Insurance Framework risks the loss of a generation of highly experienced planners unless appropriate strategies and supports a...
Financial planning
The Russian National Association of Securities Market Participants (NAUFOR) and the US-based Financial Planning Standards Board (FPSB) have signed a MOU to cooperate in t...
Features
Jassmyn Goh finds out what the industry’s concerns and expectations are relating to the new professional standards regime....
Funds management
Consumer staples, utilities, and non-bank financials are the sectors to look out for in Australian equities in 2017, Martin Currie believes....
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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...