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FINANCIAL PLANNERS
Editorial
So the Australian Securities and Investments Commission (ASIC) intends to conduct another financial planning shadow shopping exercise some time after June 30, this year –...
Financial planning
Financial advisers employed at institutional dealer groups are increasingly approaching independently-owned advice firms for their personal advice needs....
Funds management
The number of advisers and investors using exchange-traded funds (ETFs) is set to grow significantly, according to a study by researcher Investment Trends....
Financial planning
Financial planners need to offer a greater spread of services at a time when client expectations of what their advisers can offer are rising....
Financial planning
Inadequate consultation of researchers and financial planners at the product development stage is leaving many existing products weaker as a result....
Financial planning
Financial planners have been warned that estate planning is about more than just making a will and that they risk curtailing possible revenue streams if they fail to unde...
Financial planning
Former High Court Judge Sir Anthony Mason believes failures such as Westpoint and Storm point to the need for tighter regulation of financial services....
Financial planning
Moves to plug the awareness gap about financial planning among university students....
Financial planning
AMP Financial Planning has set itself an ambitious growth target for planner numbers through the current financial year despite the industry downturn. ...
Financial planning
Very significant advice distortions based on commission selling....
Financial planning
Boutique planner groups say advisers must provide reasonable basis for recommending gearing amid calls for the regulator to act....
Life/Risk
Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...
Financial planning
Planners told they must understand client grief at losses created by global financial crisis....
Editorial
Forget the fact that Storm Financial clients were paying hefty upfront fees, the collapse of the company represents a catalyst for the Federal Government to act on the qu...
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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...