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PLANNERS
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Financial planning
Mortgage Choice will push into financial planning aiming to double planners numbers by June 2015....
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
Financial planning
ASIC has imposed new conditions on the AFSLs of CommFP and Financial Wisdom....
Financial planning
Macquarie says it “found no evidence” that several financial advisers cheated on a continued professional development (CPD) test using answers circulated by management. ...
Top 100
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Financial planning
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Top 100
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Financial planning
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Financial planning
Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...
Financial planning
Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...
Superannuation
The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...
Financial planning
Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...
Financial planning
Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...
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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?...