COMMISSIONS
Financial planning
Hunter Hall has decided to join the rest of the industry and offer trail commissions on two new products it will take to market in November....
Financial planning
When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...
Financial planning
Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...
Financial planning
The Financial Planning Association (FPA) has come out in support of the Financial Services Reform Bill (FSRB) in the wake of criticism of it by a Parliamentary Joint Stat...
Financial planning
The Financial Planning Association (FPA) has expressed disappointment at the rejection of the Choice of Fund Bill in the Senate on Wednesday....
Financial planning
Fund managers worried that consumer pressure will force a squeeze on margins can breath a sigh of relief over a survey commissioned by the Investment and Financial Servic...
Financial planning
Corporate master trusts are generally less expensive for members than corporate funds, Deutsche Asset Management head of corporate super, Ken Lockery, told today’s Corpor...
Editorial
An industry superannuation fund that is recommended by financial planners - I don't think so. That is the perception of many in the financial planning community, but as S...
Financial planning
Planners need to address three core elements in keeping their practice successful according to Securitor adviser of the year Mark Alexander....
Life/Risk
In two separate and unrelated announcements, the Australian Securities and Invesments Commission (ASIC) has made rulings against two insurance agents....
Financial planning
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
Financial planning
The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....
Funds management
Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...
Financial planning
Bridges Financial Services has signed up more than 115 credit unions to an exclusive five year deal to provide financial planning services to members....
Financial planning
UBS Asset Management may not be the oldest name in the local market but, ironically, has been working at establishing a solid presence for over fifteen years....
Never miss the latest news and developments in wealth management industry
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...