FINANCIAL PLANNING
Financial planning
A Radar Results analysis of 500 financial planning businesses has found larger practices earn around three times as much in annual fees per client as smaller practices....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Financial planning
Financial planner sentiment has shown little recovery so far in 2012, with planners remaining deeply cautious amid continuing bad news out of the Eurozone and uncertainty...
Financial planning
Matthew Rowe will stay on as chairman of the Financial Planning Association board for another two-year term until November 2014....
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Policy & Regulation
Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....
Financial planning
Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees....
Financial planning
A South-Australian based financial planner has pleaded guilty to one count of deception and two counts of dishonest dealings with documents....
Financial planning
Global financial technology and software provider Rubik Financial has signed a conditional agreement to acquire COIN from Macquarie Group....
Financial planning
Count Financial has joined with BT Wrap today to announce the two companies have renewed their distribution agreement....
People & Products
Australian Financial Services has appointed Danielle Nugent as regional manager for Victoria and Tasmania....
Policy & Regulation
Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....
Financial planning
ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
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Podcast
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...