financial advice

Financial planning

FOFA opt-in figures don't add up for financial planners

Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....

Financial planning

Plan B to look at product, not just advice

Targeting growth in financial advice will not be the only area of focus for Plan B, according to the dealer group's newly appointed chief executive officer, Andrew Black....

Financial planning

New regional manager at AFS Group

Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....

People & Products

Former Skandia chief to head Plan B

Former Skandia Australia chief Andrew Black appointed to new CEO position at Plan B....

People & Products

Patron targets further growth with Vic appointment

Patron Financial Advice has appointed a Victorian state manager as it looks to increase its footprint on the eastern seaboard....

Financial planning

Redundant employees need financial advice

Long-serving employees who have received a substantial redundancy payout are often in urgent need of financial advice, according to HLB Mann Judd Wealth Management partne...

Policy & Regulation

FOFA borders on social engineering: Duffield

The Future of Financial Advice (FOFA) and superannuation reforms have been slammed as veering close to social engineering by Plum Financial Services non-executive directo...

Financial planning

Elders Financial Planning leverages rural connection

Elders Financial Planning outlines growth ambitions as it leverages its rural connections....

Policy & Regulation

OnePath launches program to support advisers deal with FOFA

OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...

Financial planning

Reverse mortgages - home is where the equity is

Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...

Policy & Regulation

FOFA a factor in Count board decision

The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....

Financial planning

Financial planning groups dig in against opt-in

While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....

Financial planning

Technology poses threat and opportunity to wealth managers - Tria Investment

While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....

Policy & Regulation

Confidence waning as FOFA looms

The Government's Future of Financial Advice (FOFA) proposals combined with the long delays in delivering the actual legislation have served to drive down confidence among...

Financial planning

Insto demand elevating practice values

Institutions desperate to meet profit expectations in the face of lost legacy business are desperate to snap up increased distribution, artificially elevating financial p...