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FINANCIAL PLANNING
Financial planning
The AFA will release its Financial Advice Competency Framework at its conference this week, in which it outlines the skills and attributes required by advisers....
Financial planning
The lift in education standards across the financial services industry has created a short supply in financial adviser and paraplanner candidates, according to Hays....
Financial planning
ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...
Policy & Regulation
The SMSF Association has echoed the Association of Financial Advisers in warning the Government about the increased costs being imposed on planners via the establishment ...
Financial planning
FOS has received a record number of disputes in the 2016/17 year, driven mainly by general insurance which made up 38 per cent of the increase....
Financial planning
The quality of a financial planner’s client service can be identified in their fees charged and client retention, Mentor Education believes....
Financial planning
The Financial Planning Association of Australia has signalled its intention to make financial capability a focus point for World Financial Planning Day....
Financial planning
Online stockbroker OpenMarkets Australia has paid a $200,000 infringement notice penalty to the Markets Disciplinary Panel....
Financial planning
Hub24 head of marketing and distribution will leave the business after nearly half a decade....
Features
Paul Harding-Davis looks at the five retirement transition phases now that he is approaching the ‘sunset’ of his life....
Financial planning
The Government’s proposed new Australian Financial Complaints Authority has been dismissed as a politically-motivated ‘juggernaut Frankenstein’ aimed at deflecting the ne...
Policy & Regulation
The Australian Securities and Investments Commission has admitted it has emerged a winner with greater powers and more discretion with respect to Australia’s financial se...
Financial planning
Most Australians trusted their financial adviser over their financial institutions, while there was disconnect between their risk appetite and expected returns....
Financial planning
A study by global investment firm Dimensional has found investors rank peace of mind as the best benefit to having a financial adviser....
Financial planning
SAI Global’s inaugural Consumer Trust Index has found financial services to be amongst the least trusted industries globally....
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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...