financial advice

Financial planning

Planners need to differentiate risk tolerances

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Financial planning

Advisers’ traditional product focus 'alarming’

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

Policy & Regulation

Succession planning eludes most advisers

Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...

Financial planning

Planners shy away from outsourced services

Financial services is one of last professions to outsource routine procedures to improve productivity....

Policy & Regulation

Banks’ next results rest on regulatory outcomes

The performance of the big four banks in the next half year will be intrinsically linked to the outcome of regulatory reforms in the financial services sector, according ...

Financial planning

Aussies regret lack of advice when younger

More Australians regret not receiving professional advice to manage finances when they were younger, new research from REST Industry Super reveals. ...

Financial planning

Advisers seek clarity on TASA and FOFA

TASA and FOFA focus of planners’ attention....

Financial planning

van Eyk Advice push receives mixed reception

The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...

Superannuation

Few members understand insurance inside super

New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....

Editorial

Planning for post-retirement outcomes

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

Policy & Regulation

FSI not best place to debate FOFA changes

FOFA should be given time to settle before further changes, according to Minter Ellison....

Financial planning

Research confirms value of advice, insurance

Asteron Life has produced new research underscoring both the value of advice and insurance....

Policy & Regulation

Will FOFA changes undermine intrafund advice?

Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....

Policy & Regulation

FOFA now only a 'distraction’ for advisers

Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...