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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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...