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...
Financial planning
ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....
Financial planning
Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...
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...
Financial planning
Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....
Editorial
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
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
New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....
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 ...
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...
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...
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... ...
Financial planning
New education measures will not be enough restore trust in financial planners, an industry veteran believes. ...
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...
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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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...