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FINANCIAL PLANNING
INDUSTRY NEWS
Choosing the most influential people in the financial services industry is a task fraught with difficulty....
INDUSTRY NEWS
Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...
INDUSTRY NEWS
The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....
INDUSTRY NEWS
ANYONE who knows anything about the business of financial services knows that master trust and wrap platforms have risen from almost nought a decade ago to become the dom...
INDUSTRY NEWS
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
INDUSTRY NEWS
Money Management asked a number of wrap account/master trust players what they would like to see if they had unlimited funds, unlimited staff and were free from regulator...
INDUSTRY NEWS
When wrap accounts were first launched they promised to change the world. JOHN WILKINSON reports on whether or not they have....
INDUSTRY NEWS
The opportunity to take an equity stake is one of the most important features advisers look for when choosing a master trust or wrap. But could it leave the financial pla...
INDUSTRY NEWS
Platforms have long been a key method to access a range of investments and as JASON SPITS reports, rather than being brought down by recent markets, they have continued t...
INDUSTRY NEWS
RAISING industry standards and ensuring the full representation of all members are two of the key issues to be tackled by new board members of the Financial Planning Asso...
INDUSTRY NEWS
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
INDUSTRY NEWS
THE UK financial services regulator, the Financial Services Authority (FSA), has proposed a radical new disclosure regime for financial advisers to allow UK consumers to ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...