planners

Financial planning

Grandfathering in limbo until post-election

Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...

Financial planning

FOFA questions continue to trouble planners

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

Top 100

Top 100 Dealer Groups 2013 - the winners and losers

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

Financial planning

SMSF adviser revenue climbs as more planners specialise

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

Financial planning

AFA warns on grandfathering

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

Financial planning

Platform satisfaction at 10-year high

Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....

Financial planning

PIS loses one-third of planners in a year

Planners leave amid FOFA pressure and institutional offers....

Financial planning

Planners struggle with how to value and price advice

Advisers unsure of what to charge for ongoing service ...

Financial planning

AMP to require mandatory association membership for advisers

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Financial planning

Software provider to offer free scaled advice tools to planners

Provisio Technologies will offer its online advice tools to financial planners, expanding its user base from superannuation funds into the single and scale advice and pla...

Funds management

Planners fail to understand alternative investments

Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...

Editorial

Separating the chaff from the wheat

ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...

Financial planning

Planners see growth appetite bounce back

With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back. ...