financial planners

Financial planning

Industry exclusion faces recalcitrant planners

Financial planners who breach the industry’s new code of conduct will face the ultimate sanction of exclusion from the industry under arrangements outlined in a new Finan...

Features

Uncertainty the only certainty for financial planners

Mike Taylor looks at the policy environment facing financial planners as they prepare to enter 2019 and concludes that they are facing almost unprecedented levels of unce...

Financial planning

Planners should be answerable on products, says ISA

Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...

Financial planning

FPA advocates best interest duty for licensees

The Financial Planning Association has told the Royal Commission the planning industry would be well served if licensees were obligated to a best interest duty in the sam...

Financial planning

Financial planners should focus on money management

Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....

Financial planning

FASEA sees adviser sentiment plummet

Experts say the continuing uncertainty and fear surrounding the Financial Adviser Standards and Ethics Authority’s future requirements has adviser sentiment unsurprisingl...

Financial planning

Changed landscape as banks exit wealth

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

Financial planning

Despite everything planners still most trusted source

New research has delivered good news to financial planners – that they are the most trusted source of financial advice, particularly amongst younger generations, but few ...

Financial planning

NAB/MLC retained grandfathering to retain planners

NAB/MLC sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....

Financial planning

D-Day looms for some Dover advisers

Letters sent to the clients of some Dover advisers reveal that 7 July looms as the day they lose platform access unless they have found a new licensee....

Financial planning

Planners fall short in aged care provision

Despite financial planners saying for years that they were planning to increase their provision of aged care advice, they are still struggling to do so, according to Inve...

Financial planning

Advisers not prepared for cyber attacks, survey reveals

The Kamino Cyber Security 2017 survey reveals that financial advisers, accountants and superannuation funds are not prepared when it comes to cyber security....

Financial planning

Planners showing increasing interest in annuitisations for clients

Staggered annuitisations can help support retirees through to maximum probable life expectancy, and planners are showing increased interest in them as a retirement soluti...

Financial planning

IFAs should compete with the big banks

New research analysis suggests independent financial advisers should be prepared to compete with the advice offerings of the big banks....

Financial planning

Demand for SMSF planning expertise growing

Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...