FINANCIAL ADVICE REFORMS
Financial planning
Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....
Financial planning
The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...
Financial planning
After 12 months of inertia, many planners are finally making some tough decisions about the way they run their businesses, says My Dealer Group principal Anne Fuchs....
Superannuation
Shorten and Cormann join battle on super while industry calls for policy stability....
Financial planning
Every planner should be able to enunciate what they do and how they add value in a 15-minute spiel, says HLB Mann Judd business services partner Matthew Gardiner....
Financial planning
Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....
Financial planning
The FPA received a large amount of useful feedback from members and other stakeholders when consulting on its updated professional code of conduct....
Financial planning
Australia is ahead of many developed markets when it comes to the education of its financial planners, according to CFA Institute managing director, Asia Pacific, Paul Sm...
People & Products
Former BT Financial head of Licensee Select David Hunt has been appointed manager, northern region at RI Advice Group....
Financial planning
After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...
Financial planning
The FPA says its upgraded professional code of conduct will be ready to go as soon as ASIC has finalised the new requirements....
Financial planning
ASIC has released a consultation paper to determine how a professional code of conduct will obviate the need for a financial adviser to comply with opt-in provisions cont...
Policy & Regulation
A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....
Life/Risk
Insurance brokers have told Money Management Vero Insurance representatives have alerted them to a price hike of up to 50 per cent to Vero's professional indemnity insura...
Financial planning
Following Vow Financial Wealth's entry into a joint venture with a financial planning firm in May last year, Vow is clearly focussed on attracting more mortgage brokers, ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...