FEE-FOR-SERVICE

Financial planning

Paradigm Wealth Management has transitioned $70 million to its Managed Account Service from traditional platforms, enabling it to implement a true fee-for-service approac...

Life/Risk

ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...

image
Life/Risk

The FPA Board has re-stated its belief that commission payments to advisers on the sale of insurance products should continue, saying a shift to fee-for-service in this a...

image
Financial planning

The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...

image
Financial planning

AXA chief executive Andrew Penn has revealed the degree to which the company is positioned to handle regulatory change and a fee-for-service environment....

image
Financial planning

Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....

image
Financial planning

The administrative side of the move to fee-for-service is now the easy part of the puzzle as more administrative service providers evolve to meet demand. ...

image
Financial planning

Big West Australian fund GESB wants more effort put into telling consumers about the value of advice....

image
Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

image
Editorial

Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs....

image
Funds management

Exchange-traded funds (ETFs) have increased in popularity over the past 12 months following a dramatic shift in the investment landscape, according to Australian Index In...

image
Editorial

With the war for talent in the financial services sector set to resume in the wake of the global financial crisis, some are arguing that the only way to develop the indus...

image
Financial planning

National Australia Bank owned dealer group MLC is building a team of 10 staff to recruit advisers from other dealer groups as it seeks to take the lead in the game of sca...

image
Financial planning

Employment demand for financial planners is rising and so are salaries, but paraplanners are struggling to find roles, according to the latest recruitment data....

image
Editorial

SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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