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FINANCIAL PLANNERS
Financial planning
The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Financial planning
Many financial planning firm owners could be forced to pay large amounts of extra income tax if the ATO goes ahead with proposed changes to the treatment of certain tax s...
Financial planning
AXA has defended the role of financial planning in superannuation, but it embraces UK proposals based on 'independent' and 'restricted' advisers....
Financial planning
AMP argues for changes to fund categorisation - a move that would eliminate the distinction between industry funds and retail master trusts....
Financial planning
The market for financial planning jobs is recovering slowly but remains well down on last year, with the recruitment efforts of AMP and the major banks confusing the issu...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Editorial
Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....
Financial planning
Complex products preventing planners from taking advantage of market upswings....
Financial planning
Active managers may be among the first to feel the squeeze as financial planners look to reduce costs to their clients without squeezing their own margins, according to n...
Financial planning
The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...
Financial planning
Moore Stephens partners Andrew Craig and John Lampard, together with their employees, will join William Buck, increasing the firm's size to 12 partners and a team of abou...
Financial planning
Common standards for straight-through data processing will bring more efficiency for planners....
Superannuation
Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....
Financial planning
Challenger Financial reports strong September quarter on the back of increasing preference for annuities....
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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?...