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 ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...