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FINANCIAL PLANNERS
Financial planning
AXA Australia’s re-run of its Discovery program - a client-list buy back scheme that ran for several weeks in 2003 - has netted 35 new planners and involving some 100,000...
Financial planning
Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...
Financial planning
Improvements in disclosure appear to be resulting in a more favourable public perception of financial planners, according to new research by finance and accounting body, ...
Financial planning
Relief from burdensome Statement of Advice (SOA) requirements for planners who provide direct equity advice could be imminent, with the Financial Planning Association (FP...
Financial planning
Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....
Financial planning
The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
Financial planning
For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...
Superannuation
Accountancy body CPA Australia has identified a substantial knowledge gap among those involved in self-managed superannuation funds, with claims that around a third do no...
Financial planning
Financial planners will have to take greater care with the auditing of their company accounts, with the Australian Securities and Investments Commission (ASIC) warning th...
Financial planning
A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...
Financial planning
ING-owned RetireInvest has played down suggestions it’s franchised proprietors and financial planners are unhappy on masse despite a small group of Victorian advisers ind...
Financial planning
A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...
Financial planning
Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....
Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...