FINANCIAL PLANNING
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Financial planning
The FPA has welcomed a reported increase in the number of breach of licence notifications received by the corporate regulator from the financial services industry....
Financial planning
Recruitment can be at best a challenge and at worst an expensive and unproductive exercise that can divert a practice manager’s focus from other pressing business issues....
Financial planning
Genesys Wealth Advisers is expecting to appoint a new managing director to replace Ray Miles from outside of the firm in the very near future....
Financial planning
Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
The headhunter assigned to find the next chief executive for the Financial Planning Association (FPA) has dismissed concerns that Jo-Anne Bloch’s lack of direct involveme...
Financial planning
The Institute of Chartered Accountants has called for financial planners to move to a fee-for-service model, stating that commission payments inherently result in conflic...
People & Products
Jo-Anne Bloch of Mercer Human Resources Services will relocate from the United Kingdom to become the new chief executive of the Financial Planning Association....
Financial planning
The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...
Financial planning
Large boutique financial planning dealer group Lifespan Financial Planning is considering outsourcing a significant portion of its investment research after the tragic lo...
Financial planning
The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...
Financial planning
Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...
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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...