planners

Financial planners and paraplanners who can add extra value to their role will be in high demand in 2017,...

Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for...

Existing planners continued to express uncertainty over course requirements under the new professional standards...

There are jurisdictional uncertainties about which external dispute resolution bodies should handle complaints...

ASIC has confirmed it will be relying on professional associations to administer planner codes of conduct with the...

Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale”...

The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the...

Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people.

AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers...

TAL has partnered with The Healthy Chef to offer advisers and clients opportunities to support healthy lifestyle...

Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians...

The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message...

A growing number of advisers and accountants are warning that the Government’s Budget super changes will have...

Advisers should see changes in regulation and the Budget as an opportunity to re-engage with old clients and...

Planners may prove to be the best bet for accountants seeking to deal with a tougher new world surrounding SMSFs.