PLANNERS

Financial planning

Even well-meaning financial planners may not always be competent to advise on complex superannuation issues, according to a submission filed with the Productivity Commis...

Financial planning

Planners and accountant profit margins are being eroded and they are fighting to retain clients as they ignore proper business models, Connect Financial Services believes...

Financial planning

Planner anxiety over pursuing further education to meet the new academic qualification requirements are unnecessary while the benefits will be significant....

Financial planning

Planners use an average of three systems to produce client reviews and it’s an inefficient non-constructive use of their time, according to Investment Trends....

Financial planning

Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....

Financial planning

The Financial Planning Association has reinforced the differences between planners and accountants – something which it argues require different policy approaches....

Financial planning

The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....

Financial planning

Mentor Education Group chairman, Dr Jim Taggart has called out the Australian planning industry on its communication weak points....

Superannuation

A superannuation fund member who relied on a financial planner’s slideshow to pursue an insurance claim has been told to pursue the planner, not the fund....

Financial planning

Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice claiming getting accountants into the advice industry is a...

Financial planning

AMP is looking to China for growth while offering its planners greater access to equity to help drive mutual outcomes....

Financial planning

Robbie Bennetts believes planners will be acting in clients’ best interests if they provide business owner clients with advice around how to find cost savings....

Superannuation

Two West Australian planners have backed giving people conditional access to their super for housing and have provided politicians with a plan to achieve it....

Financial planning

Planners who were talking to clients about super changes should take this opportunity to discuss aged care services....

Financial planning

Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago