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FINANCIAL PLANNERS
Financial planning
ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....
Editorial
Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Editorial
Despite software cancellations, revenue for wealth management division up 4 per cent....
People & Products
Will lead fund manager review process and manage model portfolios and client relationships....
Financial planning
The Industry Super Network has slammed the degree to which the banks and major institutions dominate financial planning and suggested commissions were a root cause of the...
Financial planning
Planners must adopt more complicated technology and a systematic approach to client needs....
Financial planning
ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....
Financial planning
QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....
Financial planning
Financial planners remain a trusted source of investment information for Generation Y and X investors as well as baby boomers, according to an annual survey of DIY invest...
Financial planning
ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Financial planning
Dealer group Millennium3 points to the role of accountants in giving bad advice relating to recent corporate collapses....
Financial planning
A Sydney planner has argued that the appropriateness of advice should be audited by a specialist CFP panel before it is delivered to clients....
Financial planning
Dealer groups are increasingly recruiting and training Certified Financial Planners (CFP) in an attempt to guard against possible breaches of regulation, with one in thre...
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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...