FINANCIAL PLANNING BUSINESSES

Financial planning

First impressions count in both social and business situations, says Ray Griffin. For generations many people have known this intuitively, but for financial planners it c...

Financial planning

BOQ completes acquisition of St Andrews Insurance, with the executive team moving across but continuing to operate the business independently....

Financial planning

MLC's financial planning businesses have completed a transition to a fee-for-service remuneration structure for all new investment and superannuation clients, a process t...

Financial planning

Radar Results has seen a dramatic increase in the number of smaller financial planning businesses looking to sell....

Financial planning

ipac has formed an equity partnership with AFRM, taking a 40 per cent stake in the risk specialist firm at an undisclosed price....

Financial planning

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Financial planning

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

Financial planning

The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....

Financial planning

West Australian-based dealer group Infocus points to planner growth as it implements fee regime....

Financial planning

Genesys business Aspire2 has purchased the client books of BOQ businesses StateWest Finanical Planning and Home Financial Planning....

Editorial

After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....

Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

Editorial

Matt Walsh explains why maximising the opportunities offered by an ageing client base can add value to your financial planning business....

People & Products

Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Hel...

Financial planning

Client retention following the sale of 30 financial planning businesses over the last 12 months was as high as 98 per cent, according to a survey of Kenyon Prendeville sa...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

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

2 weeks 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week ago
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