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FINANCIAL PLANNING ADVICE
Financial planning
Only 16.8 per cent of wealth management product holders obtained their fund from a professional adviser, according to new results from Roy Morgan. ...
People & Products
Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....
Financial planning
ASIC has permanently banned an authorised representative of Professional Investment Services from providing financial services....
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
Financial planning
Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....
Financial planning
The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...
Financial planning
Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....
Superannuation
Super balances do not provide an accurate picture of retirement income and should be replaced with annual forward looking estimates according to a financial consultant an...
Financial planning
The planning arm of a public service super fund will offer its advice services to other funds looking to provide advice to members....
Policy & Regulation
A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....
Policy & Regulation
The back and forth nature of the Future of Financial Advice (FOFA) amendments are likely to cause consumers to put off seeking financial planning advice costing them abou...
Financial planning
ASIC has released figures stating it could conduct surveillance of top 50 planning groups in 18 months....
Financial planning
More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Financial planning
Industry infighting has damaged the reputation of financial advice and made it appear the financial services sector is blame shifting instead of placing consumer interest...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...