FINANCIAL ADVICE
Financial planning
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
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
Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....
People & Products
Former Skandia Australia chief Andrew Black appointed to new CEO position at Plan B....
People & Products
Patron Financial Advice has appointed a Victorian state manager as it looks to increase its footprint on the eastern seaboard....
Financial planning
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
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 outlines growth ambitions as it leverages its rural connections....
Policy & Regulation
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
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
The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....
Financial planning
While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....
Financial planning
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
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
Institutions desperate to meet profit expectations in the face of lost legacy business are desperate to snap up increased distribution, artificially elevating financial p...
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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...