Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING PRACTICES
Editorial
Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...
Financial planning
Australian financial advisers believe the worst of the global financial crisis is over, with sentiment having improved rapidly over recent months, according to the latest...
Financial planning
ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....
Financial planning
PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....
Financial planning
Financial planning practices are looking to pool their office resources in an attempt to lower costs and stave off forced mergers....
Financial planning
The impact of the global financial crisis appears to have slowed a push by one of Australia's biggest publishing houses, Fairfax, into the online managed funds space....
Superannuation
Some financial planning practices looking for acquisitions are beginning to question the value of purchasing a practice with a retired client base....
Financial planning
Financial planning businesses have traditionally been valued on a multiple of annual recurring revenue, including trail commissions on investments, which clients have his...
Financial planning
The push to reduce super fees to an average of 1 per cent and create fee transparency will create demand pressure on costs....
Financial planning
Managed investment scheme specialist FEA has asserted that it is not the subject of an ASIC investigation and that the regulator is probing an external AFSL holder....
Financial planning
Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....
Life/Risk
Professional indemnity costs are rising, and so are the hurdles financial planners have to meet to secure a policy....
Financial planning
Forty-one per cent of Australian businesses believe their success is dependent on the success of their neighbouring businesses....
Life/Risk
A High Court decision in NZ has raised questions about the value of professional indemnity insurance for planners....
Financial planning
Tougher times for financial planners has seen more of them looking for support within major dealer groups, with DKN and Lonsdale reporting significant growth through the ...
Never miss the latest news and developments in wealth management industry
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?...