FINANCIAL ADVICE

Financial planning

The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...

People & Products

Outgoing ACCC chairman, Graeme Samuel, will soon run the Melbourne office of independent investment bank Greenhill Caliburn....

Top 100

As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....

Financial planning

Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....

Financial planning

Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...

Policy & Regulation

The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....

Policy & Regulation

Financial planners are set to maintain their lobbying against the Government's FOFA proposals....

Editorial

New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...

Editorial

One of the biggest threats to a baby boomer’s retirement plans could be the underinsurance of their adult children. Kevin Goss explains why all family members must be ade...

Policy & Regulation

Elixir Consulting has launched a program to help planners get 'FOFA-ready'....

Financial planning

The FPA has accused the ISN of conducting a politically motivated campaign to drive competition out of the planning industry....

Financial planning

AMP has officially launched its scaled advice service, My Money Choices, which has been developed based on research and in consultation with AMP planners....

Financial planning

New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....

Policy & Regulation

A significant number of financial planners believe the implementation of the Government's Future of Financial Advice (FOFA) changes will not only cost them money, but als...

Editorial

While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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