FINANCIAL PLANNING INDUSTRY
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
Editorial
Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...
Editorial
An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Financial planning
Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Financial planning
ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...
Editorial
Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...
Policy & Regulation
The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...
Financial planning
Confusion appears to be the outcome of the Government's failure to answer questions about the provision of intrafund advice in the latest tranche of Stronger Super draft ...
Financial planning
ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....
Financial planning
The extent of the current dealer group turf war has been revealed by new Wealth Insights research revealing around 44 per cent of the financial planners surveyed had been...
Editorial
With the Parliamentary Joint Committee on Corporations and Financial Services having last week handed down its final report on the collapse of Trio Capital, it is worth r...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...