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FINANCIAL PLANNING GROUPS
Policy & Regulation
Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Editorial
The share prices of Australia’s major publicly listed financial planning groups have been trending down for most of the past 14 months and, as Mike Taylor reports, at lea...
Superannuation
A trial arrangement between industry fund giant AustralianSuper and several financial planning dealer groups could lead to questions about the way advice services are str...
Financial planning
AustralianSuper declares initial success in trial involving partnership with key planner groups....
Financial planning
ASIC has signalled it will be looking closely at fast-growing financial planning businesses....
Policy & Regulation
Mid-tier dealer groups will have to go beyond simply launching badged platforms, which are not necessarily the Future of Financial Advice (FOFA) panacea some were hoping ...
Financial planning
In an attempt to comply with industry standards, many financial planning groups have been over-reporting on their alternative remuneration registers, causing the Financia...
Financial planning
Morningstar has picked up the research mandate for the Colonial First State (CFS) Advice Business at the expense of S&P....
Superannuation
Planning groups are notable absentees from membership of the peak consultative council formed to oversee the Government’s superannuation changes....
People & Products
One of the founders of Shaw Stockbroking, Harold Shapiro, has walked away from the company he built and led for almost two decades, pointing to irreconcilable differences...
Editorial
When it comes to financial advice remuneration models, it's the service that matters, not the mode of payment, says Indy Singh....
Financial planning
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
Financial planning
Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....
Financial planning
Sydney-based boutique financial planning firm Financial Spectrum has launched a financial planning practice start-up and training program aimed at developing advisers out...
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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?...