financial planners

Editorial

Why financial planners need a fiduciary duty

Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...

Financial planning

Bring in fees, but keep them flexible: Consultum

Consultum head Stuart Abley argues while fee-for-service will benefit the industry, both advisers and clients must retain the right to choose their remuneration model....

Financial planning

Higher benchmarks will shrink industry

The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....

Financial planning

Only advisers should provide detailed advice

The Australian Bankers' Association has warned that while superannuation funds should be able to provide general advice, more detailed advice should be confined to proper...

Financial planning

More Aussies turn to newspapers for financial advice

Australians are more likely to turn to newspapers and online media than professional advisers and financial planners to help with financial decision making, according to ...

Financial planning

Lack of estate planning skills a risk for financial planners

The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer client...

Financial planning

AMP and Hillross planners raise funds for Future2

Financial planners attending the AMP and Hillross annual conference in Melbourne have committed to contributions totalling $18,900 for the Future2 Foundation, which suppo...

Financial planning

Planner confidence lagging market rebound

Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...

Editorial

Why financial planning reform is on the political backburner

While there will be plenty of discussion around policy issues this year, the realities of the political cycle mean it will be well into 2011 before financial planners can...

Financial planning

Separate advisers from sales agents, says Centric

Centric Wealth wants a clear line drawn between sales agents and advisers in the superannuation advice space....

Financial planning

IFFP advisers come up short

Research conducted by CoreData has suggested Industry Funds Financial Planners come up short in engagement and service skills when compared to their independent or bank-a...

Financial planning

Sentry extends van Eyk relationship

Sentry extends van Eyk relationship with three-year agreement....

Financial planning

Online lifespan calculator a powerful relationship-building tool

Longevity risk is an issue that is being talked about as the baby boomer generation nears retirement, but the founder of My Longevity, David Williams, believes not enough...

Financial planning

Traditional investment categories out of whack

Peer pressure and the fear of risking their careers is pushing many fund managers to maintain low tracking error against the index, leading to little difference between t...