PLANNERS
Financial planning
There is plenty of consumer and legal/regulatory experience, but there are only two planners on the Government’s new Financial Adviser Standards and Ethics Authority....
Financial planning
Trusted advisers may help connect their clients to philanthropy, according to DSS study....
Financial planning
Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends....
Financial planning
Financial planners advising SMSF clients are overlooking small APRA funds as an alternative for those who want to exit SMSFs, according to John Wiseman....
Accounting
Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....
Financial planning
The Financial Planning Association wants the Government to ensure planner/client relationships carry the same legal privilege as lawyer/client relationships....
Financial planning
The FPA has expelled a financial planner member for cheating on his CFP, while another awaited an outcome after acting dishonestly in relation to insurance applications....
Financial planning
Financial planners and paraplanners who can add extra value to their role will be in high demand in 2017, according to Hays....
Financial planning
Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for financial advisers....
Financial planning
Existing planners continued to express uncertainty over course requirements under the new professional standards with the establishment of the standards setting body at l...
Superannuation
There are jurisdictional uncertainties about which external dispute resolution bodies should handle complaints involving planners, according to the Australian Institute o...
Financial planning
ASIC has confirmed it will be relying on professional associations to administer planner codes of conduct with the ultimate sanction being a planner’s loss of membership ...
Financial planning
Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale” prices unless they modernised, similar to the dilemma face...
Policy & Regulation
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....
Financial planning
Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...