FINANCIAL PLANNING
Financial planning
Perpetual and software provider DomaCom have entered into an agreement which will see Perpetual act as responsible entity and custodian to DomaCom’s new SMSF platform....
Policy & Regulation
Financial planners who give tax advice in the course of advising on financial products are set to fall within the regulatory regime of the Tax Practitioners Board....
Financial planning
The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....
Financial planning
The Government appears to be reconsidering its approach to the grandfathering of commissions, according to King & Wood Mallesons special counsel Michael Mathieson....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
Risk practices with large books of unserviced clients who have expensive or outdated policies are attracting a premium, according to Radar Results John Birt. ...
Financial planning
Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
Financial planning
Planners need to be careful in how they treat a client's informal partner in their own advice records, according to York Family Law director Nabil Wahhab. ...
Financial planning
The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....
Financial planning
After 12 months of inertia, many planners are finally making some tough decisions about the way they run their businesses, says My Dealer Group principal Anne Fuchs....
People & Products
Centric Wealth has named Celia Carroll as the dealer group's new state manager for Victoria. ...
Financial planning
Planners and other key stakeholders with Australian Financial Services (AFS) have held a series of meetings over the past two weeks to consider the future of the dealer g...
Editorial
While financial planners accept the reasons they are required to hold Professional Indemnity insurance, there are signs the system needs a review....
Editorial
Tom Keenan of iShares Australia examines some themes that may affect market outcomes in the year ahead....
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MARKET INSIGHTS
Podcast
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...