financial planning

Tools & guides

For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....

Financial planning

Planners need “radical transparency”: Investment Trends

Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....

Financial planning

Planners secure strategic win on Tax Agent legislation

Exposure draft legislation suggests the financial planning industry has secured a significant win on allowing advisers to represent their clients on tax issues....

Financial planning

Exclude advice from product intervention, says FPA

The Financial Planning Association (FPA) has welcomed the fact that financial advice and how it is delivered has been excluded from draft legislation handing the Australi...

Knowledge Centre

The key to good client relationships is good communication and listening

For business owner and financial adviser, Anne Graham, of Story Wealth Management, the best part of working in advice is her relationships with clients and being able to ...

Financial planning

Talking about money makes kids savvier: FPA

Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....

Financial planning

Are planners giving clients what they want?

Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...

Financial planning

Four major fin services firms a “high to severe” insolvency risk: SV Partners

Some of Australia’s largest financial services firms are on the brink of insolvency following multiple revelations of misconduct uncovered this year, according to insolve...

Financial planning

AIOFP presents FASEA criticism to federal pollies

The Association of Independently Owned Financial Professionals this morning sent out a report outlining the potential impact of the Financial Adviser Standards and Ethics...

Financial planning

AIOFP calls on advisers to get clients’ to petition

The Association of Independently Owned Financial Professionals (AIOFP) has called on advisers to petition the Government regarding FASEA’s reforms by utilising support fr...

Knowledge Centre

Helping clients by translating the complexities

Award-winning planner Patrick Anwandter, of Strategy First, has been a financial adviser for more than 20 years. The financial advice landscape was very different in the ...

Financial planning

AMP Super had no knowledge of AMP adviser activity

The Royal Commission has been told that the AMP Super trustee had little or no knowledge of what AMP advisers were doing in relation to recommending superannuation produc...

Financial planning

Advisers with robo capabilities will have an edge

While standalone robo-advice alone won’t attract affluent investors, it will offer a competitive advantage to traditional wealth managers over competitors, GlobalData has...

Financial planning

FinTech Aus calls on Parliament to pass consumer-friendly laws

FinTech Australia said big banks can’t be trusted, and has called on Parliament to pass consumer-friendly legislation without delay. ...

Financial planning

Are some advice remediation programs flawed?

An academic has questioned the robustness of some bank advice remediation programs claiming some work has been carried out by contractors with little more than ‘hot house...