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FINANCIAL PLANNERS
Financial planning
Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Financial planning
Specialist provider Topdocs has launched a new product into the SMSF sector which it says is aimed at speeding up and simplifying the task of updating SMSF deeds....
Financial planning
If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....
Editorial
As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...
Financial planning
The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Editorial
It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...
Financial planning
Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....
Editorial
ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....
Financial planning
Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...
Policy & Regulation
Financial planners who give tax advice in the course of advising on financial products are set to fall within the regulatory regime of the Tax Practitioners Board....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
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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,...