financial planning

Financial planning

Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...

Financial planning

Revenue at all costs undermines financial planning

Many of the problems identified by the Royal Commission stemmed from a revenue at all costs approach which sublimated the needs of the client, according to an assessment ...

Financial planning

Bezos divorce offers lesson for planners

The complicated nature of the divorce settlement of the Amazon chief executive has prompted a family law firm to offer guidance on how separating couples can keep a share...

Financial planning

Degree qualified advisers still alarmed by FASEA pathways

A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...

Financial planning

FASEA issues final education pathways policy

The Financial Adviser Standards and Ethics Authority has issued its final education policy outline with the promise of regular updates and confirmation of refinements....

Financial planning

Collaboration is key for future of AI: Kaplan, Red Marker

Kaplan Professional and RegTech fintech, Red Marker, have championed for greater collaboration across financial services to help advisers leverage artificial intelligence...

Financial planning

FASEA exam acknowledged as a culling mechanism

The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...

Financial planning

Australians face uncertain financial future

One in three Australians face an uncertain financial future, according to a joint study by the Commonwealth Bank and the Melbourne Institute....

Financial planning

Residential property buyers beware in 2019: RiskWise

Major risks associated with the residential property could increase significantly in 2019, according to RiskWise Property Research. ...

Financial planning

Planners account for 52% of unpaid EDR determinations

The new Australian Financial Complaints Authority has called for a last resort compensation scheme while citing $16 million in unpaid determinations, 52 per cent of which...

Financial planning

Advised investors have ‘significant advantage'

Advised investors have a significant advantage over their non-advised peers, according to Legg Mason’s 2018 Global Investment Survey. ...

Financial planning

Adviser Ratings in data deal with Netwealth

Adviser Ratings has entered into a commercial arrangement with platform provider Netwealth to provide data and insights on adviser intentions....

Financial planning

Planners more asset allocators than stock pickers

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...