FINANCIAL PLANNING
Financial planning
The minimum training requirements for financial planners providing advice on carbon financial products has been finalised by ASIC....
Funds management
The wealth management industry is failing to properly educate retirees about longevity risk and investment risk, according to a survey conducted by PricewaterhouseCoopers...
Superannuation
Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...
Financial planning
ASIC has rapped 21 financial services licensees across the knuckles for incorrectly marketing themselves as 'independent'....
Financial planning
Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...
Financial planning
The Financial Planning Association has welcomed the announcement by Assistant Treasurer David Bradbury exempting financial planners from the taxation services regime unti...
Superannuation
The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...
Editorial
If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....
Financial planning
Future2 seeks financial planner support in identifying organisations to benefit from grants....
Financial planning
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Financial planning
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
Editorial
The collapse of Storm Financial and Trio Capital are cited as the catalysts for strengthening the powers of the regulators via FOFA and Stronger Super, but as Mike Taylor...
Policy & Regulation
A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...
Financial planning
Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
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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...