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Financial planning
Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....
Financial planning
The relatively high yields on corporate bonds, selected shares and property in Australia are the only thing 'saving planners' bacon', says HLB Mann Judd wealth management...
Financial planning
Rather than getting hung-up on fees, planners should focus on providing sound financial advice and adding value, says Custom Wealth Solutions chief executive Chris Appley...
Financial planning
Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...
Financial planning
By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...
Financial planning
Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....
Policy & Regulation
The Minister for Financial Services, Bill Shorten has flagged eventual moves towards issues contained in document purported to be agreement between FPA and ISN....
People & Products
Highly volatile markets and regulatory uncertainty have continued to take their toll on financial planner sentiment, according to the latest data released by Wealth Insig...
Superannuation
New research underscores the degree to which planners can leverage off interest in SMSFs....
Financial planning
A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....
Policy & Regulation
FOS to swim in dark after FOFA; Planners unaware of research house business models; Claim-time help a good value proposition and more. 7 days of news in under 4 minutes. ...
Superannuation
Recent SMSF growth highlights the need for more specialised adviser training in the sector, according to Vanguard's Robin Bowerman....
People & Products
Patron Financial Advice has appointed a Victorian state manager as it looks to increase its footprint on the eastern seaboard....
Financial planning
A new Money Management survey reveals most planners believe opt-in will cost $100 per client - not the Government's $11 figure....
Policy & Regulation
The Government's Future of Financial Advice (FOFA) proposals combined with the long delays in delivering the actual legislation have served to drive down confidence among...
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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...