MONEY MANAGEMENT

Financial planning

Industry calls to develop more transparent fee structures in superannuation are fuelling demand for software companies to provide increased client information from admini...

Financial planning

AXA has defended its investment research team and Approved Product List construction in response to concerns raised by some Genesys Wealth Advisers about their quality an...

Financial planning

The ACCC has opposed NAB's bid for AXA Asia Pacific, choosing to instead back AMP....

Financial planning

Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...

Financial planning

Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...

Financial planning

Godfrey Pembroke has been unable to provide details of how a shift towards fee for advice payments will be achieved....

Financial planning

Financial planners need to stop fighting 'trench warfare' over different models of advice before it drives away consumers, according to the managing director of Snowball,...

Financial planning

Voting for this year’s BDM of the Year closes tomorrow - 9 April, 2010....

Financial planning

The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...

Editorial

It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...

Financial planning

PIS has retracted a number of advice authorities as part of a formal review aimed at reducing business risk....

Financial planning

PIS has signed a joint venture agreement that will give it entry to the cash management space....

Financial planning

The financial planning industry has been warned that the industry superannuation funds campaign against commission-based remuneration will not be ended if planning groups...

Financial planning

Financial planners have been reminded of the need to use appropriately experienced lawyers in estate planning scenarios....

Financial planning

ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group....

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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