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FINANCIAL PLANNERS
Financial planning
Quantum Group has bridged the gap between financial planners and residential property through the development of a real estate product for self-managed superannuation fun...
Financial planning
The Industry Super Network has stepped up its rhetoric about fiduciary obligations and commissions, arguing that the Government has to act sooner rather than later....
Financial planning
MLC chief executive Steve Tucker says the industry must abandon product payments if the industry is to regain public trust....
Financial planning
There is a misconception that during the global financial crisis banks changed their lending criteria for those looking to acquire financial planning practices....
Financial planning
Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with dif...
Editorial
While some might argue mergers and acquisitions activity has not significantly altered the competitive dynamic of the nation’s financial services industry, it has certain...
Financial planning
Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....
Financial planning
The Financial Planning Association has announced the implementation of FPA Confidential, an online anonymous reporting system, in its effort to tackle misconduct in the i...
Financial planning
Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....
Financial planning
The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...
Financial planning
New system will allow payment of fees by a range of methods from credit card through to direct debit....
Financial planning
The Industry Super Network has combined with Choice, ACOSS and the ACTU to place pressure on the Ripoll inquiry just days before it is due to report....
Financial planning
AMPFP has struck a deal with Australian Financial Group to improve the services for its mortgage-writing financial planners. The group wrote around $700 million in mortga...
Financial planning
Financial advice is now rated as the most valuable employee benefit, particularly among people over 50, according to Mercer's David Anderson. Meanwhile, FPA chief Jo-Anne...
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...