FINANCIAL PLANNING INDUSTRY

Editorial

Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...

image
Financial planning

The Australian Securities and Investments Commission is highly unlikely to complete its promised return to shadow shopping in the financial planning industry in the curre...

image
Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

image
Financial planning

Count Financial may have purchased a 5 per cent stake in DKN Financial Group, but that has not stopped DKN scoping out its own acquisition opportunities....

image
Financial planning

The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...

Financial planning

The FPA is calling for nominations for its 2010 Fellow Awards, which recognise outstanding commitment to the industry....

Editorial

With the war for talent in the financial services sector set to resume in the wake of the global financial crisis, some are arguing that the only way to develop the indus...

image
Financial planning

Professional Investment Services had a rough ride throughout the global financial crisis. Lucinda Beaman spoke with chief executive Robbie Bennetts about the company’s fu...

image
Financial planning

The Securitor Future Ready IV report into the financial planning industry has revealed strong client retention and profitability, with greater product offerings and low l...

image
Editorial

While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...

Editorial

Large institutions view the global financial crisis-inspired period of regulatory review and change as a chance to buy distribution and platforms cheaply and to position ...

image
Editorial

Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....

image
Financial planning

The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...

image
Financial planning

Consultum head Stuart Abley argues while fee-for-service will benefit the industry, both advisers and clients must retain the right to choose their remuneration model....

image
Financial planning

The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer client...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 5 days ago