financial planners

Financial planning

Financial planner demand remains high with most roles offered by banks and larger institutions....

Editorial

Commissions-based remuneration of insurance not the problem

Sean Graham dissects the arguments made by industry super funds and some financial planners of the commissions-based remuneration of insurance in recent issues of Money M...

Financial planning

The commissions debate

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Financial planning

FUM gatherers versus advisers

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

Financial planning

Planners deferred from tax agent services regime

Assistant Treasurer Senator Nick Sherry has announced further details about the new national tax agent services regime, including a one-year deferral for financial planne...

Financial planning

Why financial planners who are prepared to change can thrive

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

Financial planning

Planners worried about acquired client losses

Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...

Financial planning

Synchron debates ASIC's powers

Delegates at Synchron's annual conference in New Zealand have entered into a spirited debate over the extent of ASIC's powers....

Financial planning

More ISN research, more bad news

The industry super funds have paid for more research, the findings of which are bad for planners....

Editorial

Institutional vs boutiques debate resurfaces

The old debate pitting institutions against boutique operators has reared its head once again. ...

Financial planning

Superwoman expands adviser ranks

Listed financial services company Superwoman Group has taken a 30 per cent stake in privately owned dealer group My Adviser in addition to announcing intentions to acquir...

Financial planning

More work needed on level premiums

Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...

People & Products

Michael Pollack joins AMP Horizons

AMP Horizons has appointed Michael Pollack as head of practice, effective from 3 May....

Financial planning

Advice industry 'trench warfare' scaring consumers

Financial planners need to stop fighting 'trench warfare' over different models of advice before it drives away consumers, according to the managing director of Snowball,...