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...

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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...

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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...

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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...

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Financial planning

AustralianSuper declares initial success in trial involving partnership with key planner groups....

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Financial planning

ASIC has signalled it will be looking closely at fast-growing financial planning businesses....

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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 ...

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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...

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Financial planning

Morningstar has picked up the research mandate for the Colonial First State (CFS) Advice Business at the expense of S&P....

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Superannuation

Planning groups are notable absentees from membership of the peak consultative council formed to oversee the Government’s superannuation changes....

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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....

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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

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

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

9 months 2 weeks 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 ago

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

9 months 2 weeks ago