FINANCIAL PLANNING

Financial planning

Stripping commissions from the cost of financial products could result in falls of up to 50 per cent in their cost to clients, according to David Price, managing director...

Financial planning

A combined Melbourne-based risk insurance and accounting business plans to buy more practices to boost its presence in Victoria and New South Wales....

Financial planning

More than 360 Australians have sought advice on superannuation, mortgages and the first home owners grant, retirement, tax budgeting and investments....

Financial planning

ING Financial Planning will offer services to self-employed advisers, including the placement of salaried advisers in a business when the owner wants to take a break or s...

Financial planning

Current Government inquiries into adviser remuneration should be broadened to include adviser inbuilt margins from badged platforms, according to Michael Heine, managing ...

Financial planning

In the wake of the global financial crisis, the case for fee-for-service is stronger than ever before, writes Ray Griffin....

Life/Risk

Professional indemnity costs are rising, and so are the hurdles financial planners have to meet to secure a policy....

Financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

Financial planning

National Australia Bank and are other major lenders are turning away cash-strapped financial planning practices with unsustainable business models....

Financial planning

Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....

Financial planning

Industry Funds Financial Planning has strong reservations about the veracity of the Investment and Financial Services Association's proposed fee-for-service model within ...

Financial planning

Prime Financial has reported a boost in clients seeking investment advice as the market shows signs of recovery....

Editorial

Financial planners must take the lessons they’ve learnt from the GFC and begin applying them if they hope to survive the next economic upheaval....

Financial planning

Is this the end of the honeymoon period for the partnerships between product providers and dealer groups? Another submission to the parliamentary inquiry has given a damn...

Accounting

Dealer group Hillross is exploiting a growing trend by accounting firms to include financial planning in their offering to help drive its growth....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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