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FEE-FOR-SERVICE
Editorial
While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...
Financial planning
Blue Sky Funds Management will include water investments in its new retail private equity fund to be launched in the New Year, hoping to attract financial planning networ...
Funds management
With disclosure and fee flexibility at the forefront of concerns, Quantum Warrants claims that their online property warrant offering for self-managed super funds, Quantu...
Financial planning
New system will allow payment of fees by a range of methods from credit card through to direct debit....
Financial planning
Although many advisers are eager to make the transition to fee-for-service, their biggest fear is informing clients that they will need to charge them more, according to ...
Financial planning
Should the industry transition to fee-for-service, possible grandfathering provisions regarding commissions may not be the saving grace for planners’ recurring revenues, ...
Editorial
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
Financial planning
AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...
Financial planning
While financial planners may be skilled in advising clients to include property in their investment portfolio, they don't have the skills, ability or licence to assist cl...
Editorial
Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....
Financial planning
Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...
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
The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...
Editorial
Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...
Financial planning
There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....
MARKET INSIGHTS
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...