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FINANCIAL PLANNERS
Features
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
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
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 use technology to position money management as a central component of financial advice, according to Moneysoft....
Financial planning
Experts say the continuing uncertainty and fear surrounding the Financial Adviser Standards and Ethics Authority’s future requirements has adviser sentiment unsurprisingl...
Financial planning
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
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 sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....
Financial planning
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
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
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
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
New research analysis suggests independent financial advisers should be prepared to compete with the advice offerings of the big banks....
Financial planning
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...
Financial planning
The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....
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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,...