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FINANCIAL PLANNERS
Financial planning
Perennial appoints former researchers and BDMs to work with planners and research houses to develop investment portfolios....
Editorial
In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....
Editorial
It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
While financial planners may be skilled in advising clients to include property in their investment portfolio, they don't have the skills, ability or licence to assist cl...
Life/Risk
Will bring its products under one platform and introduce online application process....
Financial planning
The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...
Financial planning
Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...
Financial planning
A preference for dealing with high-net-worth clients may see some financial planners miss out on securing the valuable next generation of clients, particularly if mortgag...
Editorial
Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....
Editorial
Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....
Financial planning
Despite many unique challenges facing regional planners, they have proved surprisingly resilient amid the economic downturn. Benjamin Levy reports....
Editorial
Financial planning companies and individual planners have been the subject of severe adverse findings by Financial Ombudsman Service panelists. ...
Editorial
PIS took a reputational hit when ASIC announced it had reached a settlement on matters relating to a class action tied to the collapse of Westpoint....
Editorial
Managing risk is all about faith in the market and hanging in for the long term, writes Dale Gillham....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...