ADVICE
Editorial
Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...
Editorial
Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...
Financial planning
Queensland advice and wealth management firm Elston Partners has acquired two high-net-worth financial planning practices – BMM Financial Services and DV&A Fina...
Financial planning
The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...
Funds management
Count Financial has selected Bell Direct’s Desktop Broker as an additional online equity trading platform....
Financial planning
A key focus of BT Financial Group’s newly appointed head of dealer groups, Matt Englund, is helping advisers articulate their client value proposition....
Financial planning
The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...
Financial planning
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
Financial planning
Total funds under management, administration and advice (FUMA) had an overall increase of 5.2 per cent last quarter, reaching $2.15 billion as at 30 September, 2010, acco...
Financial planning
AMP Financial Planning is looking for growth in the North Queensland market, reflecting the rapid expansion of areas such as Townsville....
Editorial
Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....
Financial planning
Advisers are leaning more towards flat fees as they review their businesses and properly price their services, according to Elixir Consulting’s Sue Viskovic....
Financial planning
Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...
Financial planning
Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...
Financial planning
CommInsure has moved onto the front foot declaring that commissions should remain an option in insurance....
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MARKET INSIGHTS
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...