financial advice industry

Financial planning

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Financial planning

SOAs: does ASIC measure up?

An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...

Financial planning

Looking beyond events-driven planning

David Haintz sees himself as one of the younger breed in the Australian financial planning industry – something he says is reflected in the approach Haintz Financial Serv...

Financial planning

Fastest growing dealer groups: Being the best Counts

Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...

Accounting

Accountants should choose JV strategy

Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...

Financial planning

Education: Government raises the bar on compentency

The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...

Financial planning

The Client – Clients: what do they think of us now?

Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....

Financial planning

Collins 17/08 – Licensing advisers – a waste of energy?

Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...

Financial planning

NRMA drives home brand advantage

One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...