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FINANCIAL PLANNING
Financial planning
The FPA and academics have come together to launch the first round of financial planning research grants for academics....
Financial planning
Investors belonging to particular age groups are more satisfied with their financial planners than others....
Financial planning
Regulator spends big but earns its keep for Commonwealth...
Financial planning
Grandfathering has the potential to split the ranks of financial planners into two camps. ...
Financial planning
ASIC’s investigation of the Commonwealth Financial Planning (CommFP) scandal lacked the resources and scope to properly compensate all affected clients, a law firm believ...
Life/Risk
ASIC has made it clear it would like to see life insurance commissions banned as it would be the most effective way of combating churn, according to The Fold Legal managi...
Funds management
Drip-feeding savings into the share market could cushion wary investors from market volatility while increasing their yields over time, a wealth adviser believes. ...
Financial planning
Legal costs in appeal set to consume client payment despite ruling in their favour. ...
People & Products
Netwealth Advice Group (NAG) has appointed a new executive to the position of head of operations....
Financial planning
Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....
Financial planning
The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....
Financial planning
Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
Editorial
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....