FINANCIAL ADVICE
Financial planning
Super funds rejecting intra-fund advice relief and turning to the associated Regulatory Guide to develop advice offerings....
Financial planning
We have all heard the latest preachers of strategy, but when it comes down to the crunch, that is all we have, writes Nick Blomfield....
Financial planning
Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....
Editorial
To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...
Financial planning
The PJC on Corporations and Financial Services is gauging the industry's reaction to the possible implementation of a two-tier advice system of independent and affiliated...
Financial planning
The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....
Financial planning
IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Financial planning
The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....
Editorial
The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Funds management
Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...
Financial planning
Planners must adopt more complicated technology and a systematic approach to client needs....
Financial planning
Many clients didn't even know they were Storm clients, according to FIA chief executive Spiro Paule....
Editorial
It is often the commissions versus fees issue that overwhelms discussions about the appropriateness of the title 'profession' when applied to financial advice. ...
Financial planning
Dealer group Millennium3 points to the role of accountants in giving bad advice relating to recent corporate collapses....
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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...