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FINANCIAL PLANNERS
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Financial planning
Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....
Financial planning
Platforms should report adviser fraud to licensees despite not being required under law to do so....
Accounting
Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....
Financial planning
Centrepoint Alliance will operate their own managed account offering after receiving approval last week to offer it to clients of financial planners....
Financial planning
Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...
Financial planning
The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....
Financial planning
NAB/MLC has joined the push to lift planner education standards....
Financial planning
ASIC plans to have more ‘cops on the beat’ as it targets the financial advice sector....
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
Skaffold looks to SMSF and adviser markets. ...
Top 100
Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
Financial planning
A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
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MARKET INSIGHTS
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,...