commissions

Financial planning

The next step is to outwit, outplay and outlast to survive.

Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...

Financial planning

Platforms fail financial planning clients

Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...

Financial planning

Master trusts dominate, but advisers still using retail super

Thirty per cent of advisers use a combination of master trusts and retail funds when investing the superannuation savings of their clients, while 21 per cent only recomme...

Financial planning

Melbourne tax adviser banned for three years

A director of a taxation business in Melbourne has undertaken not to act as a representative of a securities dealer or investment adviser or hold a proper authority from ...

Financial planning

Succession planning: when is it too late?

It’s never too late when it comes to succession management. As FIONA MOORE reports, planners are advised to put a strategy in place at least 10-15 years before they plan ...

Funds management

UK fund managers face fee disclosure code

A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....

Financial planning

Financial incentives set to drive change

Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...

Financial planning

Global planning industries sharpen up

Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...

Financial planning

Regulation around the world follows our lead

Regulation of financial planning industries around the world is getting tougher, a reaction to both past mistakes and the opportunity to lift standards in the future. FIO...

Financial planning

Confidence in planners still needs work

Investors continue to be sceptical about the quality of financial planning advice and that vested interests are being promoted by the advisory market ahead of the needs o...

Financial planning

Hartley Poynton ordered to pay $1 m in landmark case

Stockbroking firm Hartley Poynton has been ordered by the Victorian Supreme Court to pay $1 million in damages to a Perth taxi-driver who fought the stockbroker over the ...

Financial planning

Agribusiness immature, desperate for reform

The agribusiness industry has some serious hurdles to overcome if it is to become part of the mainstream of investments recommended by financial advisers in Australia....

Financial planning

Rich labels agribusiness immature

The agribusiness industry will continue to show all the hallmarks of an immature branch of the investment industry unless it aligns itself with Australian equities rather...

Financial planning

Glenhurst hunting for more numbers

Melbourne-based dealer group Glenhurst Corporation is expected to sign a joint venture with a significant accounting firm in the next few days as part of its expansion dr...

Financial planning

Agribusiness primed for bumper crop

After a turbulent period battling the Australian Taxation Office, agribusiness investments are settling down for the long haul. JOHN WILKINSON discovers there are still s...