financial planning

Financial planning

Practice values likely to remain in decline

Seaview Consulting predicts financial planning practice values will remain in decline with supply outstripping demand....

Funds management

ETFs gaining ground but have to prove worth

ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...

Editorial

Fiducian posts profit following year of consolidation

Planning acquisitions and platform restructure set scene for future performance....

Financial planning

ASIC, FOS get behind Financial Planning Week

Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...

Financial planning

SFG looks to growth after strong result

SFG positions for growth based on convergence of planning and accounting....

Editorial

ClearView boosts planner numbers but reports profit drop

Profit falls as insurer boosts planners and distribution agreements. ...

People & Products

AMP veteran joins regional accountancy firm

Former AMP/AXA wealth executive Bob Blurton has been appointed general manager of Queensland accountancy and advisory group Moore Stephens’ wealth division. ...

Financial planning

Planners expect too much, say researchers

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

Life/Risk

Former Lionsgate adviser pleads guilty to tombstoning

Former insurance adviser admits filing false applications for commission earnings. ...

Rate the raters

The blame game continues

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Financial planning

Securitor offers succession planning across network

Dealer services model offers succession plans to more than 700 planners....

Financial planning

AFSL support services in high demand

Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...

Financial planning

Lights, camera, no traction

Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...

Financial planning

Service innovation trumps cost containment

New survey suggests cost-containment strategies can be counter-productive....

Editorial

No substitute for face-to-face

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...