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FINANCIAL PLANNING GROUPS
Financial planning
A number of new adviser groups have signed on with Zenith Investment Partners on the strength of its alternatives team, according to head of sales and marketing John Nico...
Financial planning
Financial planning groups will lose the presumption of innocence where volume rebates are concerned....
Financial planning
Outdated manual compliance operations coupled with an increasing workload and loss of experienced practitioners threatens to create a massive compliance risk for dealer g...
People & Products
To help build its Australian sales and client relationship capabilities, Morningstar has appointed two business development managers....
Financial planning
Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....
Funds management
Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Policy & Regulation
All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Financial planning
Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice....
Editorial
Mike Taylor reports that the likelihood of a bipartisan report and meaningful amendments emerging from the Parliamentary Joint Committee reviewing the FOFA bills is becom...
Financial planning
Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...
Financial planning
Key AMP financial planning groups have retained Sequential Project Services to help them with regulatory changes stemming from the Government's upcoming Future of Financi...
Editorial
The Commonwealth Bank has moved to acquire Count Financial and, as Mike Taylor reports, pragmatism and the realities of the FOFA changes are the driving forces behind the...
Financial planning
While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....
MARKET INSIGHTS
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...