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Financial planning
Trailing commissions account for 35 per cent of revenue in the financial planning industry....
Editorial
A recent parliamentary report lamented the poor educational skills of 'mum and dad' investors and their inability to critically analyse retail investment products. But is...
Financial planning
Perpetual has confirmed it is looking to acquire planning practices specifically targeted at high net worth individuals....
Financial planning
Model portfolios are becoming an increasingly popular investment advice option at a time when risk mitigation is a priority for dealer groups....
Financial planning
Three people who ran an investment advice business without being licensed have been given prison sentences, although all were fully suspended....
People & Products
Former Wilson HTM head of private wealth management Tony McCarthy has been appointed director of the newly-opened Brisbane office of Elston Partners....
Financial planning
Legal professional Peter Whitehead appointed to position....
Financial planning
Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....
Editorial
Recent events in global markets have highlighted how investor confidence, emotions and psychology can play a vital role in driving market upturns and downturns....
Superannuation
One-third of SMSF trustees to focus on buying undervalued assets....
Financial planning
Using different managers to manage separately managed account model portfolios is resulting in some "nonsensical" investment transactions, according to Peter McVeigh, dir...
Editorial
Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...
Editorial
The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
Financial planning
A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...
Financial planning
While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...