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FINANCIAL PLANNERS
Financial planning
Competition in the retail investment platform market remained at the heart of the ACCC’s concerns, with IOOF deemed unable to provide the necessary competitive dyna...
Financial planning
The now confirmed Gillard Government must “move quickly” to finalise details regarding reforms to the financial advice industry, according to FPA chief Mark R...
Editorial
As the fee versus commission debate continues to simmer, Ray Griffin examines this age-old debate and explains why remuneration is ultimately in the hands of financial pl...
Financial planning
The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...
Superannuation
A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...
Financial planning
A sustainable revenue model needs to focus on more than simply charging an hourly rate as it may result in strained client relationships, according to Brisbane accountanc...
Financial planning
Financial planners know what they want from a ratings house and the common starting point is quality research underpinned by user-friendliness. Mike Taylor reports....
Financial planning
Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....
Financial planning
A successful acquisition of AXA Asia Pacific by National Australia Bank (NAB) would have a far more significant impact on the use of platforms by financial planners than ...
Financial planning
Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...
Financial planning
Clearview has reported a solid profit and has positioned itself to leverage its exclusive access to the Bupa customer base....
Financial planning
It’s logical that the financial planning sector would seek better accountability from product providers and researchers....
Financial planning
DKN has foreshadowed further growth on the back of a solid profit result. ...
Editorial
The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...
Editorial
New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...