FUTURE OF FINANCIAL ADVICE

Financial planning

With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...

Financial planning

The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...

Financial planning

With remuneration models under scrutiny in the face of significant regulatory overhaul such as the removal of volume rebates due to Future of Financial Advice reforms, ad...

Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

Policy & Regulation

Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...

Life/Risk

Synchron has slammed the FSC's new life insurance churn policy as "disgraceful"....

Policy & Regulation

The Minister for Financial Services, Bill Shorten, has predicted that few of the financial services reforms implemented by the Gillard Government will be amended or repea...

Financial planning

Evidence is emerging that dealer groups around the country are struggling to find replacements for retiring regional planning practice principals and are abandoning them ...

Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

Policy & Regulation

The Government has agreed to a FOFA carve-out for commissions paid on time share sales....

Financial planning

Boutique financial planning practices can increase their efficiency and save money by moving their administration overseas, according to JC Consulting managing director J...

Financial planning

Following a number of staff departures since the start of the year, accounting firm WHK Group has made changes to its management structure....

Financial planning

The debate about so-called 'transition payments' being paid to planners is 'a little overhyped', according to financial planning consultant Wayne Wilson....

Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

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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’...

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

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