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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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

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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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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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 2 weeks 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