ADVICE
Editorial
In light of the numerous inquiries into financial services as well as changing attitudes to adviser remuneration, SUE VISKOVIC considers the benefits of overhauling your ...
Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
Editorial
The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
Editorial
Dealer group suffers impairment charges of $17 million and funds under advice drop 16 per cent....
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Editorial
It is often the commissions versus fees issue that overwhelms discussions about the appropriateness of the title 'profession' when applied to financial advice. ...
Financial planning
A Sydney planner has argued that the appropriateness of advice should be audited by a specialist CFP panel before it is delivered to clients....
Financial planning
Four thousand FSP clients to be questioned on their understanding of 'quality advice'; corporate regulator undertakes its own research into the matter....
People & Products
Former founder and chief executive of Ipac Securities and general manager, advice, for AXA joins AMP's board....
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients....
Financial planning
Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...
Financial planning
Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...
Financial planning
Plan B's acquisition of Strategic Financial Management has delivered a positive look to the Group's March quarter but underlying FUM has declined further....
Financial planning
New research confirms a one-size-fits-all remuneration model is not suited to the financial planning industry and that an hourly rate regime can promote inefficiency....
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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...