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News by this author
Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....
The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...
Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....
Independent dealer group WealthSure has signed up to OneVue's unified managed account (UMA) platform amid plans to broaden its product range....
van Eyk has awarded the Fidelity Australian Equities Fund and the Goldman Sachs Australian Equities Wholesale Fund an AA rating in Australian equities, the first AA ratin...
The Financial Planning Association grows its social media presence amid legislative change....
ASIC is undertaking a compliance program to assess the information lodged by Australian credit licensees (ACLs) in their annual compliance certificates....
The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....
Planners believe that on average a financial planning practice is worth between two and three times recurring revenue - with smaller practices far more popular, according...
The Government is under pressure to put in place a better fix as ECT breaches continue to rise....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...