financial planning

Financial planning

Risk software popularity continues to climb

The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....

Financial planning

Merged planning/accounting firms offer better value

Specialist broker claims merged planning/accounting firms represent better value....

Financial planning

Former Bell Potter adviser jailed

A former Bell Potter Securities adviser has been jailed for one year after his original suspended sentence was quashed following an appeal. ...

Financial planning

ASIC needs to better engage with industry

ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...

Funds management

Lonsec/Milliman launch retirement industry panel

Research group Lonsec and actuarial firm Milliman have teamed up with a cohort of product providers to tackle retirement-related concerns. ...

Superannuation

SMSF growth driven by lack of trust in advice

Accountants fuel growth of SMSFs out of self-interest....

Financial planning

FSC echoes calls for FOS consistency

FOS has been characterised by inconsistency, with the resolution and management of complaints dependent on the individual case manager, the FSC says. ...

Financial planning

Planning group appoints expert after ASIC visit

Boutique planning group Anne Street Partners complies with ASIC requirement and moves to exit legacy mortgage fund....

Editorial

Is a ‘Son of Wallis’ review of financial services looming?

A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...

Financial planning

Estate planning - making sure a will gets signed

The time frame in which a will is prepared may also affect the implementation of the advice provided by the planner, writes Melissa Krajacic. ...

Superannuation

Younger people considering SMSFs

Trends towards younger SMSF trustees are part and parcel of increased superannuation engagement, according to the director of financial planning for Chan & Naylor, David ...

Editorial

ASIC set to crackdown on financial planner payments

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...