roy morgan research

Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...

Financial planning

Super switchers bypass planners

In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...

Financial planning

Choice results for industry funds

Industry superannuation funds have emerged as the initial winners in the early stages of Australia’s new choice of super fund environment, according to a survey conducted...

Financial planning

ASIC super switch guide released

The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...

Financial planning

Choice of fund given voice of approval

The Financial Planning Association (FPA) will continue to push for the introduction of choice of superannuation fund legislation after releasing a report showing that 71 ...

Financial planning

Assirt Equities Research moves out of St George shadow

Assirt Equities Research has made a step away from St George and will take on a new name after the staff bought back a controlling stake in the business....

Financial planning

Planners have it in numbers

Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....

Financial planning

The Client – Clients: what do they think of us now?

Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....

Accounting

Accountant's popularity solid

The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Plannin...