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FINANCIAL PLANNING

Financial planning

The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) has questioned the legitimacy of a television advertising blitz by industry superannu...

Financial planning

Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...

Financial planning

Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...

Editorial

Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....

Superannuation

The Government should amend the tax system to help Australians build their retirement savings, Financial Planning Association (FPA) chief executive Mark Rantall has said ...

Financial planning

Financial planning fees are the most commonly mentioned barrier to consumers taking up financial advice, according to CoreData's latest mystery shopping exercise conducte...

Financial planning

Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...

Editorial

Despite some media reports to the contrary, Mike Taylor writes that the top 20 licensees in the financial planning industry emerged in reasonable shape from ASIC’s review...

Financial planning

Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...

Policy & Regulation

The FPA has expressed concern that lack of clarity in the FOFA legislation could undermine practice valuations....

Financial planning

The Industry Super Network (ISN) has called for "watertight" consumer protection requirements to guard against future financial planning "scandals"....

Editorial

The use by Industry Super Network (ISN) of research and surveying organisations to help prosecute its agenda with respect to financial planning represents the transfer of...

Financial planning

The ACCC has called for submissions on the Commonwealth Bank's acquisition of Count Financial....

Financial planning

Retail clients do not give too much thought to the remuneration model their financial planner operates on, but fee for service provides transparency and value, according ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago