Certification mark for financial planners a first in the field
The new Certainty Advice mark will be based on an early version, which was later watered down, of a standard that was drawn up to ban all forms of conflicted remuneration.
August 22, 2017
Two warning signs the end of the boom is nigh
You may have noticed price records are being smashed in everything from stocks to art. That’s what happens when you come to the end of a boom, says Roger Montgomery.
August 21, 2017
Planner competencies under the microscope
A major research project enters a new phase as it turns its sights on assessing the required competencies and proficiencies of new entrants to the financial planning industry.
August 21, 2017
FPA reveals Congress line up
The FPA has announced a line up of international thought leaders for its National Congress, which will take place in Hobart in November.
August 18, 2017
Reflection: A matter of building trust
Financial Planning Week needs to do more to build the public’s trust rather than simply make financial planners feel good about themselves
August 18, 2017
How Baby Boomers’ needs have changed
A seismic shift in the nature of advice provided over the past decade is as much about the metamorphosis experienced by planners as it is a reflection of evolving client needs.
August 18, 2017
Deadline looms for marriage plebiscite
Rob Prugue has been spending his lunchbreaks this week handing out flyers at Circular Quay. He explains why.
August 17, 2017
Planners split on banking royal commission call
Financial planners are split on opposition leader Bill Shorten’s proposed royal commission into banking and financial services, with a slight majority saying they do not approve
August 17, 2017
Future-proof your advice business with data
Engage with your clients’ plans and dreams by putting data to use, providing a service they will truly value and strengthening your business at the same time.
August 17, 2017
Five ways businesses have built a Millennial client base
Millennials make up a minority of overall financial advice clients. These businesses have tailored their offerings to the generation with a few key strategies.
August 16, 2017
Post-super reforms: Your clients in pension phase
In our three-part series on what advisers need to know and do post-super reforms, this second part focuses on the pension phase.
August 15, 2017
Unpacking the new Life Insurance Code
Planners who advise on life insurance products need to familiarise themselves with the new code of practice sooner rather than later, writes Dr June Smith.
August 15, 2017
