financial planners

Financial planning

Reverse mortgages - home is where the equity is

Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...

Financial planning

Breathing new life into reverse mortgages

Reverse mortgages have largely been ignored by financial planners and mortgage brokers, with the product supply rapidly shrinking over the years. Milana Pokrajac finds th...

Financial planning

FPA to establish 'mark of trust'

FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....

Financial planning

Count practices offered retention bonuses, open architecture

Retention bonuses and open architecture are at the centre of CBA's bid to keep Count Financial planners on board....

Financial planning

Active versus passive debate redundant for some financial planners

Financial planners with more than a hundred clients are not able to actively manage their portfolios, making the active versus passive debate redundant for this group, ac...

Financial planning

Clients OK about financial planning opt-in

A new survey suggests clients are not only OK with opt-in, but would prefer dollar fee invoicing from financial planners....

Financial planning

Reforms to boost indexing appeal

Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...

Superannuation

The business of preparing for retirement

It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...

Editorial

Why financial planners must reassure their clients in hard times

If Australian financial planner sentiment is to follow the patterns of the past decade, the global markets meltdown experienced in the opening days of August is likely to...

Financial planning

CFP qualification's stringent requirements will raise industry standard: FPA

The growing number of financial planners undertaking the Certified Financial Planning (CFP) accreditation will lift the standard of the advice industry as a whole, accord...

Financial planning

Opt-in would magnify market dangers - Rantall

Financial planning clients would face greater risks in volatile markets under opt-in, says FPA chief, Mark Rantall. ...

Editorial

Intra-fund advice class order removal a relief

ASIC's guidance document on scalable advice should be welcomed for one thing, the manner in which it proposes to remove the class relief granted to superannuation fund tr...

Financial planning

OnePath urges keeping it simple

OnePath acknowledges confusion over super contribution caps, but urges planners to keep it simple....

Financial planning

Why financial planners have dived into platforms

As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...