MONEY MANAGEMENT
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
Financial planning
ASIC’s senior executive leader Ged Fitzpatrick has defended the role of fast-tracked pre-election regulatory change in the wake of RG148....
Financial planning
Former ACCC chairman Graeme Samuel says the issues which prompted the Commission to reject NAB’s bid for AXA Asia-Pacific have changed little....
Financial planning
A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....
Editorial
Is the situation a repeat of ‘94 and bond yields and bubbles? I’m going to throw that straight to the author of the question, and that’s Jeff. ...
Editorial
Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...
Funds management
Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....
Financial planning
ASFA chief Pauline Vamos urges Commonwealth departments and agencies to continue working on the implementation issues around financial services legislation despite the Go...
Financial planning
Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...
Financial planning
Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....
Financial planning
A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...
Life/Risk
Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....
Top 100
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
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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...