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...

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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...

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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...

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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....

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Financial planning

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

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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. ...

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Financial planning

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

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Editorial

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

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Editorial

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

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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...

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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...

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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...

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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....

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Editorial

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

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago