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The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
But equity and property market devaluations over the financial year hit revenue....
In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order...
Unchanged profit of $1.6 million, while revenue drops 2 per cent....
IOOF Holdings has flagged the sale of its life insurance business in its 2009 annual results, in which it posted a 32.1 per cent loss in net profit to $15.85 million....
Dealer group suffers impairment charges of $17 million and funds under advice drop 16 per cent....
Suncorp's profit for the 2008-09 financial year fell 40 per cent in what chairman John Story called a challenging year for the group....
Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....
There’s zero correlation between the number of pages in an offer document and investment performance. Yep, you can make money from a fat prospectus and lose it on a skinn...
Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...
Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...
Despite software cancellations, revenue for wealth management division up 4 per cent....
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Podcast
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...