financial planners

Financial planning

Financial planning industry veteran Gwen Fletcher passes away aged 94....

Policy & Regulation

Planners unlikely to face legal action over FOFA amendment-related advice

Financial planners unlikely to face legal action on FOFA amendment-related advice, with courts recognising FOFA uncertainty....

Financial planning

Retirement expectations unrealistic, planner says

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

Financial planning

First Financial chooses BT Select

Crowe Horwath planning play, First Financial, opts to go with BT Select. ...

Financial planning

Clarity still needed on TASA

FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....

Editorial

EDR regime unravelling for planners

There exists plenty of evidence that the External Dispute Resolution regime and its interplay with PI cover is proving problematic for the financial planning industry. Mi...

Financial planning

AIST claims FOFA changes allow client manipulation

Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....

Accounting

Divisions still evident on accountant licensing

The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...

Financial planning

ASIC claims national advice exam to cost $300

ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...

Financial planning

CFP qualification means client satisfaction: State Super

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...

Editorial

Have term deposits lost their appeal?

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

Financial planning

CFPs more profitable, productive, professional

Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...