planners

ARTICLES

Industry Super Australia has welcomed the Tax Office commissioner’s call for better alignment of wages and salary with super payment timings.

12 September

Financial planning

FASEA extension still subject to legislation

The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam...

The Finance Sector Union wants an independent Government regulator to handle background checks and other protocols aimed at weeding out financial services bad apples.

16 July

Policy & Regulation

Heard about bad planners, what about tax practitioners?

The Tax Practitioners Board has revealed it is investigating the activities of 350 practitioners over suspected “...

17 May

Financial planning

FASEA announces exam registrations and dates

The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam...

Sep 16 2019 - 1:30pm

Meeting the needs of tomorrow’s client

In the new era of investing, advisers need to keep pace with shifting client preferences.

Desktop Broker

The Fair Work Commission president, Justice Iain Ross, has used a submission to the Productivity Commission to point to three years of stone-walling by the Government on a review of default funds.

8 February

Financial planning

Planners urge ASIC to review asset-based fees

The Independent Advisers Association of Australia has urged the Australian Securities and Investments Commission...

14 December

Financial planning

Planners more asset allocators than stock pickers

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators...

21 November

Financial planning

Industry exclusion faces recalcitrant planners

Financial planners who breach the industry’s new code of conduct will face the ultimate sanction of exclusion from...

Sep 1 2019 - 4:45pm

Go Beyond Borders and Benchmarks for Income

As the market landscape gets trickier, generating income from investments is harder than ever. Find out why it...

J.P. Morgan Asset Management

The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the expertise of planners to help in dealing with disputes.

13 November

Financial planning

Planners should be answerable on products, says ISA

Industry Super Australia has objected to exempting personal financial advice from product design and distribution...

Saxo Capital Markets digital bond-trading solutions has driven reduction in spreads and helped lower execution time.

12 November

Financial planning

Trust in planning reaches new low

The latest research from Investment Trends reveals trust in financial planners has plumbed new lows following the...

Changes to remuneration structures in life insurance sit alongside higher educational and professional standards in restoring consumer confidence, according to Kelly O'Dwyer.

17 May

Financial planning

NZ opts for planner remuneration transparency

While commission-based remuneration of planners is under greater threat in Australia, the New Zealand Government...

8 May

Financial planning

Good quality advice could save planners from FOS

Financial planners should ensure they are providing good quality advice to avoid ending up in front of the...

Suncorp’s Banking and Wealth chief executive, John Nesbitt, to retire later this year.

4 May

Financial planning

Does AMP risk a planning client exodus?

While there is talk of higher levels of inquiry from AMP financial planning clients, the degree to which that...

30 April

Financial planning

Tough rules loom for planners

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has already...

Licensees have been urged to pre-arm themselves with replacement premium registers to counter accusations of churn.

17 April

Financial planning

Licensees wanted remediation ‘opt-in’ says ASIC

The Australian Securities and Investments Commission has accused financial services licensees of wanting to make...

Improving an organisation’s culture of appropriate selling practices should be high on super funds’ agenda, according to a survey.

2 February

Financial planning

New product launched to improve planner client retention

ActiveLead.net has launched a new product to help financial planners offer active advice to their clients, with...

23 January

Financial planning

Planners demand proof of value for money

High fee product manufacturers are going to have to prove their value proposition, according to the latest...

Market Insights

Meeting the needs of tomorrow’s client

16 September 2019

Go Beyond Borders and Benchmarks for Income

1 September 2019

Mounting signs the global economic expansion is losing momentum

16 September 2019

Podcast series: Emerging market debt

13 September 2019

EVENTS

Oct23

Women in Financial Services 2019

V. Smart FP

Just get hold of a current copy of the internal ca magazine acuity, or in the black of CPAA, and...

Major accounting bodies want far more than accountant’s exemption2 days 2 hours ago

V. Smart FP

my sentiments exactly. respect. must be another smart highly qualified fp, just like me.

Major accounting bodies want far more than accountant’s exemption2 days 3 hours ago

Wildcat

Many more accountants go to jail every year than planners

Major accounting bodies want far more than accountant’s exemption2 days 3 hours ago

planners

ARTICLES

FASEA extension still subject to legislation

Heard about bad planners, what about tax practitioners?

FASEA announces exam registrations and dates

Meeting the needs of tomorrow’s client

Planners urge ASIC to review asset-based fees

Planners more asset allocators than stock pickers

Industry exclusion faces recalcitrant planners

Go Beyond Borders and Benchmarks for Income

Planners should be answerable on products, says ISA

Trust in planning reaches new low

NZ opts for planner remuneration transparency

Good quality advice could save planners from FOS

Does AMP risk a planning client exodus?

Tough rules loom for planners

Licensees wanted remediation ‘opt-in’ says ASIC

New product launched to improve planner client retention

Planners demand proof of value for money

Meeting the needs of tomorrow’s client

Go Beyond Borders and Benchmarks for Income

Mounting signs the global economic expansion is losing momentum

Podcast series: Emerging market debt

V. Smart FP

V. Smart FP

Wildcat

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