FEE-FOR-SERVICE

Financial planning

Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...

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Financial planning

Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....

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Financial planning

The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....

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Financial planning

Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....

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Accounting

The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....

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Financial planning

OnePath has taken steps to better cater for fee-for-service advisers with the launch of a new range of products through its OneAnswer Platform....

Financial planning

OnePath has taken steps to better cater for fee-for-service advisers with the launch of a new range of products through its OneAnswer Platform....

Financial planning

The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...

Financial planning

Many financial advisers are already getting a head start on transitioning to a fee-for-service business model nearly two years out from a prospective ban on some commissi...

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Financial planning

The transition to fee-for-service has not changed the fundamentals and has not had a dramatic effect on the cost of advice either, according to long-time AMP financial pl...

Financial planning

Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...

Financial planning

Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...

Financial planning

AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....

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Financial planning

Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...

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Life/Risk

A ban on commissions on compulsory insurance in super is perhaps a good thing, but an outright ban on all commissions would be a massive threat to solving the underinsura...

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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...

6 days 5 hours 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...

6 days 5 hours 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 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 1 week ago