FEE-FOR-SERVICE

Financial planning

Praemium forecasts finally moving into a cash flow positive position at the end of the next financial year....

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Life/Risk

The Financial Planning Association has found no evidence of mis-selling of life insurance that would justify a ban on commissions, stating that the only beneficiary of th...

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Financial planning

AllMyFunds Technology has released a suite of products aimed at planning groups that want to preserve income as they move to a fee-for-service model....

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Editorial

Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...

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Financial planning

The Government has seriously misread the major issues relating to financial advice, according to the chief executive of the Association of Financial Advisers (AFA), Richa...

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Financial planning

Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...

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Financial planning

The true cost of a client review is $2,500, according to financial planning consulting firm Business Health. But that's a cost many advisers are yet to come to terms with...

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Editorial

Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...

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Financial planning

MLC's financial planning businesses have completed a transition to a fee-for-service remuneration structure for all new investment and superannuation clients, a process t...

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Financial planning

The past two years have been hard hitting for the financial services career market. Ashleigh McIntyre takes a look at what is driving its recovery....

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Editorial

Milana Pokrajac examines how financial services salaries are regaining ground as firms look to strengthen teams and take advantage of improving market conditions....

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Financial planning

Industry reforms may lead to changes in adviser recruitment strategies....

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Financial planning

Portfolio administration company Praemium is perfectly placed to take advantage of an impending shift towards a fee-for-service remuneration model in the UK, and plans to...

Editorial

Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...

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Financial planning

Boutique fund managers are battling through a difficult market, but Instreet believes there will always be a demand for customised products....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago