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FINANCIAL PLANNING
Financial planning
Former dealer group chief executive, Paul Harding-Davis has questioned whether it is possible to separate product from advice when the underlying legislation actually tie...
Financial planning
The Superannuation Complaints Tribunal has held that a superannuation fund member has remained responsible for the lapse in his insurance cover even when the forms were f...
Financial planning
Women stand to gain more from investing in the stock market than men, yet doubts about their wealth, financial knowledge, and risk are stopping them from taking the plung...
Financial planning
The Financial Planning Association chief executive, Dante De Gori has warned that there will be a high price to be paid by the industry if the recommendations of the Roya...
Financial planning
Association of Financial Advisers executive, Phil Anderson has pointed to flaws in the final report of the Royal Commission and suggested it was confused on the issue of ...
Financial planning
The Association of Independently Owned Financial Professionals has hired a QC with the intent of arguing before the High Court that proposals to ban grandfathered revenue...
Financial planning
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
Financial planning
Platform provider HUB24 has pointed to some positives from the removal of grandfathered commissions....
Financial planning
Fiducian Financial Services has added six new franchisees to its financial planning network, including a significant Wollongong planning business....
Financial planning
Advisers helping clients with estate planning may need to consider more than they bargained for, with funeral plots and burial rites often causing headaches when inadequa...
Financial planning
The Federal Government has reinforced its intention to prohibit the deduction of advice fees from MySuper accounts at the same time as signalling more flexibility around ...
Features
Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....
Features
Oksana Patron writes that while the ending of grandfathered commissions was touted to destroy the financial advice industry, Money Management’s recent online survey shows...
Financial planning
FASEA will provide guidance to planners facing both the exam and Code of Ethics but hasn’t confirmed how long before the professionalisation regime kicks in in full force...
Financial planning
Platinum Asset Management has recorded close to a 30 per cent decline in revenue for the six months to 31 December, 2018, compared to the corresponding period a year ago....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...