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FINANCIAL PLANNING
Financial planning
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....
Financial planning
Money Management is seeking readers' views on some of the organisations representing financial planners....
Financial planning
Financial planners should be considering the age pension as part of their clients' financial risk model, according to Towers Watson Australian investment strategy head Ti...
Editorial
Amid the fall-out from Trio Capital it has been suggested that financial planners be required to warn clients establishing SMSFs that they are entering a higher risk envi...
Financial planning
Financial planning licensee Capstone has announced further enhancements to its XPLAN advice technology platform to deal with FOFA changes....
Financial planning
Confusion appears to be the outcome of the Government's failure to answer questions about the provision of intrafund advice in the latest tranche of Stronger Super draft ...
Financial planning
AllMyFunds believes a need to economically service C and D clients and potential opt-in requirements will help it gain ground in the competitive financial planning softwa...
Financial planning
ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....
Financial planning
Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...
Financial planning
The Financial Planning Association has emphasised the positives, such as a recent boost to member satisfaction, in a member update from chief executive Mark Rantall....
Editorial
In the wake of concerns about APRA's handling of the collapse of Trio Capital it has emerged that the regulator has little or no idea how well superannuation funds perfor...
Financial planning
ASIC is taking ongoing regulatory action against a number of financial planners who 'breached the law' in relation to Trio Capital....
People & Products
Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....
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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...