planners

Financial planning

Conditions right for planners to discuss client returns

Financial planners should be actively engaging with clients at present to address portfolio return expectations which will need to cover expected long term muted equity a...

Financial planning

Accountants not rushing to new license regime

ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....

Financial planning

Consumers mystified about planners’ job description

Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...

Financial planning

Aging planners and clients distance advice from next generation

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

Financial planning

Planners exposed by platform requirements

Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....

Editorial

Waiting for the tide to turn

Planners' appetite for fixed income has been on the decline, but will question marks over rates and markets change that? Kate Cowling investigates....

Policy & Regulation

FOFA reforms failing consumers and industry

Most financial planners believe they will have to increase the fees they charge clients as a result of the Future of Financial Advice (FOFA) reforms, a new survey reveals...

Financial planning

Planner profits already hurt by FOFA

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

Financial planning

Planners’ fatal flaws lie in communication

The failure to ask open-ended questions or listen to the goals and feedback of clients are among the most frequent errors that cost planners clients, according to advice ...

Financial planning

Rule changes made planners ‘new’ entrants again

A raft of legislative and regulatory change in the financial planning sector has essentially made long-time advisers feel like new entrants to the profession, according t...

Funds management

Advice still required for direct equities investors

Financial planners will still remain a necessary part of equities research as clients will continue to require guidance on risk and market exposure according to an online...

Financial planning

Planners and accountants’ cross purposes sabotage referral relationship

Financial planners and accountants will not be able to work with each other if the former seeks ad-hoc relationships and the latter only seeks revenue from any joint... ...

Financial planning

Education won’t solve perception of planners

New education measures will not be enough restore trust in financial planners, an industry veteran believes. ...

Financial planning

Business performance gives planners cause for optimism

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

Financial planning

Risk advice still a growth area for planners

Financial planners are sourcing almost a third of their revenue from risk advice and showing little hesitation when it comes to switching insurers for the best deal....