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FINANCIAL PLANNING PRACTICES
Financial planning
Australian Financial Services chief, Peter Daly has questioned the viability of some institutional dealer groups....
Financial planning
Too much is being paid for financial planning practices that Shadforth Financial Group feels may not retain their value....
Financial planning
Structural reform taking place in the financial advice industry is putting downward pressure on financial planning practice sale values....
Financial planning
The true cost of a client review is $2,500, according to financial planning consulting firm Business Health. But that's a cost many advisers are yet to come to terms with...
Editorial
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
Editorial
Even without direct legislation, a big advertising campaign by the Government will be enough to put an end to financial planning commissions, writes Mike Taylor....
Financial planning
ipac has formed an equity partnership with AFRM, taking a 40 per cent stake in the risk specialist firm at an undisclosed price....
Financial planning
More than half of the financial planning practices surveyed by Centurion Market Makers have already transitioned to an explicit fee-for-service or asset-based fee model....
Financial planning
New Macquarie research reveals the degree to which boutique practices have turned to risk to maintain revenue....
Financial planning
A number of independently owned dealer groups have broadly supported regulatory changes put forward by Chris Bowen, but some have expressed concern the changes favour ban...
People & Products
Former Godfrey Pembroke executive Mark Rantall named as new FPA CEO....
Financial planning
The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....
Financial planning
Financial planning practices need to properly analyse profitability before they can come up with a fee-for-service remuneration solution....
Financial planning
Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case...
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
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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?...