FINANCIAL PLANNING PRACTICES

Financial planning

Got an indifferent planning business with high exposure to grandfathered commissions and less than thorough paperwork? Don’t expect to be rushed by potential buyers....

Features

Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....

Financial planning

Accounting practices were failing to see the same level of demand for their practices as financial planning practices due to lack of confidence and higher levels of busin...

Financial planning

Fiducian posts solid first half and flags further planner growth....

Financial planning

Fiducian posts solid first half and flags further planner growth....

Financial planning

NAB Wealth counters media reports saying that where problems with its planning arm have been identified it has acted and compensated those affected. ...

Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

Financial planning

DomaCom appoints former AMP SMSF specialist, Chris Benson, as state manager for Victoria and Tasmania....

Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

Financial planning

Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....

Financial planning

Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....

Policy & Regulation

Efforts to improve the standards of the financial planning sector are driving the cost of advice beyond the reach of average Australians, William Buck reports. ...

Editorial

Fiducian looks to grow on back of solid result and changes in the financial planning space....

Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

Financial planning

Financial planning practices are keen to grow their client base in the year ahead, but few intend on boosting planner numbers to achieve this, a survey reveals....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

4 months 4 weeks ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

5 days 17 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 1 day ago