planners

Financial planners advising SMSF clients are overlooking small APRA funds as an alternative for those who want to...

Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF...

The Financial Planning Association wants the Government to ensure planner/client relationships carry the same...

The FPA has expelled a financial planner member for cheating on his CFP, while another awaited an outcome after...

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...