financial planning

Life/Risk

Call for true wholesale risk insurance premium

Col Fullagar points to push towards advice-based approach to life/risk via a truly wholesale risk insurance premium....

Financial planning

Consumers still lack confidence in seeking advice

A global study has found that 44 per cent of consumers still rely on family and friends for financial advice....

Superannuation

Advice trumps investment management

Super fund executives have been told good financial advice trumps investment management in delivering adequate retirement incomes....

Financial planning

52% say planner education adequate

While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....

Financial planning

Advisers keen to jump on social media wagon

There is growing interest among financial advisers to implement social media strategies into their businesses to connect with clients....

Life/Risk

Transition program uptake highlights willingness to change

Advisers’ uptake of a program aimed at supporting them to transition from up-front commissions to a hybrid system reflects their willingness to change, a life insurer bel...

Editorial

Planner unity a key outcome of 2015

While 2015 threw up its share of challenges for financial planners and the broader financial planning industry, it also confirmed that planners could speak with one voice...

Policy & Regulation

2015: A year of policy challenges

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Financial planning

De Gori to become FPA CEO

The FPA announces policy chief Dante De Gori as the successor to Mark Rantall as CEO....

Financial planning

CBA educates planners on women’s finances

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...