PLANNERS

Financial planning

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...

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Financial planning

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

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Financial planning

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

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Financial planning

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...

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Financial planning

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

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Editorial

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

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Policy & Regulation

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...

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Financial planning

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

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Financial planning

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 ...

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Financial planning

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...

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Funds management

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...

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Financial planning

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... ...

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Financial planning

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

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Financial planning

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...

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Financial planning

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....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago