FINANCIAL PLANNING BUSINESSES

Financial planning

Successful succession planning requires a mix of research, preparation and experimentation, explains Simon Harris....

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Financial planning

The FPA warns the Government some FOFA amendments could re-introduce commissions into the advice space and increase the risk of mis-selling. ...

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Financial planning

FOFA reforms have not impacted recruitment within financial services, with some businesses looking to increase staff numbers....

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Policy & Regulation

Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....

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Financial planning

Practice brokers are sweating on the new Government providing clarity around grandfathering while buyers are getting fussier....

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Top 100

Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....

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Financial planning

New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...

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Financial planning

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

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People & Products

Kevin White joins Easton Investment as managing director ...

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Financial planning

A lack of consultation around change within dealer groups risks alienating financial planners. ...

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Financial planning

Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....

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Financial planning

Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....

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Editorial

Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...

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Financial planning

The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...

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Financial planning

Zurich's Marc Fabris outlines some of the key trends he has seen emerge in financial planning businesses over the last decade, and how to make the most of them....

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

6 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

11 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago