FINANCIAL PLANNING PRACTICES

Financial planning

Planners hold back on selling up while demand continues for acquisition ...

image
Financial planning

The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....

image
Financial planning

Seaview Consulting points to parallels between the recent history of the accounting industry and what can be expected in planning sector....

image
Financial planning

Financial planning broker firm Radar Results has been placed in liquidation as a result of an internal restructure....

image
Financial planning

Industry commentators claim low-cost dealer groups could be an accident waiting to happen....

image
Financial planning

Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....

image
Editorial

Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...

image
Financial planning

The average retention payment agreed to by parties in financial planning practice transactions has crept up to to 26 per cent over the last year, according to NAB head of...

image
Financial planning

Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....

image
Financial planning

With next week’s FOFA event having sold out, Money Management is now offering a webstream....

image
Editorial

SFG Australia has reported a $2.9 million decrease in NPAT for the first half of the financial year, but pointed to the solid underlying result....

image
Financial planning

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

image
Editorial

While financial planners accept the reasons they are required to hold Professional Indemnity insurance, there are signs the system needs a review....

image
Financial planning

Every planner should be able to enunciate what they do and how they add value in a 15-minute spiel, says HLB Mann Judd business services partner Matthew Gardiner....

image
Editorial

Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 8 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

6 days 3 hours ago
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 6 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 1 week 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