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FINANCIAL SERVICES REFORM
Editorial
As the Federal Treasury works to find common ground on financial services reform, Mike Taylor suggests that an examination of those being consulted raises as many questio...
Editorial
Nick Hilton takes a look at recent changes within the wealth advisory industry and examines the evolution of the corporate model in this space....
Financial planning
The Australian Securities and Investments Commission has proposed tougher financial requirements for MIS Responsible Entities....
Editorial
The financial services industry is a complex organism, writes Mike Taylor, and tweaking parts of it could lead to the emergence of unforeseen market distortions....
Financial planning
Australia may have escaped the brunt of the global financial crisis, but as Janine Mace discovers, changes in the financial services industry on an international level me...
Financial planning
Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...
Financial planning
Figures reveal membership take-up of the Financial Planning Association's Certified Financial Planner designation has plateaued since 2001....
Editorial
The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...
Financial planning
Vanguard chairman and chief executive William McNabb has argued that simplicity, transparency and candour are the keys to regaining investors' trust....
Editorial
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
Financial planning
While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...
Editorial
The move towards a commissions-free financial planning industry is inevitable, writes Mike Taylor....
Financial planning
AXA is prepared for upcoming regulatory changes and will be unaffected by changes to adviser remuneration, while also providing an assistance framework to help advisers p...
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
Financial planning
Risk management is often viewed as something of a thankless task. Sonnie Bailey discusses the best way to sell the concept to clients....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...