remuneration

Financial planning

Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...

Financial planning

Hillross Financial Services goes its separate way

The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...

Financial planning

Chifley planners head to the negotiation table

FINANCIAL planners with Chifley Financial Services will head to the negotiation table after the group wrote to the planners withdrawing its unilateral change in the plann...

Financial planning

The life and times of Wilson HTM

Queensland-based stockbroking business Wilson HTM completely recreated its business in 1996, because it had to. Now six years later, it has bedded down the introduction o...

Financial planning

Financial planners enlist union aid in pay dispute

FINANCIAL planners with the Chifley Financial Services group will head to the Industrial Relations Commission after unions threw their full support behind the planners in...

Financial planning

Tassie firm takes on the mainland

Taking a financial planning business to a national level requires a robust business model and determination to match. FIONA MOORE reports on how a 78-year-old stockbrokin...

Financial planning

Where to from here in planning’s evolution?

As a financial planning practitioner I have seen significant change to the industry in terms of consumer expectations, product design and flexibility, educational standar...

Financial planning

FSR problems can be your problems

Just over a week ago, on June 11, the long awaited and much feted Financial Services Reform Act (FSRA) passed the three month mark since it became a law and ended the lon...

Financial planning

Industry employees hit hard by poor performance

A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...

Financial planning

Business development managers work hard for the money

They are the public face of a funds management group, and like portfolio managers, have much of their efforts rewarded on a performance basis. At the same time they are h...

Financial planning

AXA adds Jigsaw piece for back-office business

AXA has joined the fray to win dealer groups’ back office business with the launch of Jigsaw Support Services....

Financial planning

Don’t let go of your business without a tax liability plan

According to ANDREW FRANKLAND, a business client of a financial planner requires additional advice from a tax expert when it comes to dealing with future tax liabilities ...

Financial planning

The next step is to outwit, outplay and outlast to survive.

Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...

Superannuation

The superannuation gender gap

The women’s rights movement has led to a raft of change an helped create the equally balanced society we live in today. But when it comes to superannuation, women continu...

Financial planning

Platforms fail financial planning clients

Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...