News : Financial Planning

Tech stacks not meeting adviser needs

July 7, 2020

Financial planners are relying on their technology stack in greater numbers in order to engage with clients, but many believe their platform and advice software needs are not being met, research has revealed.

read more

Financial Planning

Reform has pushed away advisers and clients

June 30, 2020

Jason Spits

The costs of reform have caused practitioners and consumers to abandon the financial advice sector according to two representative bodies.

read more

ASIC, Financial Planning

ASIC cancels licence of SMSF advice group

June 30, 2020

Jason Spits

ASIC has cancelled the licence of a now-liquidated Queensland-based advice group that offered SMSF advice and services to clients.

read more

Financial Planning, Tax

TPB, FPA forge inaugural partnership

June 25, 2020

Darin Tyson-Chan

A memorandum of understanding has been signed between the Tax Practitioners Board and the Financial Planning Association facilitating an official information exchange.

read more

Financial Planning

COVID advice relief impractical

June 24, 2020

Darin Tyson-Chan

Feedback from the financial advisory sector has revealed practitioners consider the compliance relief implemented for some COVID-19 advice lacked practicality.

read more

Financial Planning, Retirement

Retirees avoiding advice despite COVID-19

June 22, 2020

Tharshini Ashokan

Most Australian retirees feel their investments are at risk as a result of the coronavirus pandemic, but almost 80 per cent have avoided seeking financial advice, a survey has revealed.

read more

Financial Planning, Investments

Robo-advice more popular in US

June 18, 2020

Tharshini Ashokan

The US continues to lead in the demand for robo-advice among online investors, a survey shows, and women are more likely to use automated investment services than men.

read more

Financial Planning