To achieve value for their businesses, planners should focus on generating fee-for-service income rather than trails, Perpetual Service Network general manager Anthony Hu...
Administration fees for master trusts are expected to stay at about 0.75 per cent, says Norwich Union Navigator head of business development Stephen Trist....
Financial planners are facing many challenges in the next couple of years due to the increasing use of technology in the industry.
Those planners who embrace the technolo...
Fees for transaction-based services will continue to fall as fund managers go direct and the financial planning industry builds on the service concept, says Skip Parish f...
Small to medium-sized financial planning groups have an uncertain future in the next five years as the bigger organisations come to dominate the industry, says consultant...
The high net-worth client market is growing globally at 10 per cent per annum and is now worth $US23 trillion, says Macquarie Bank head of private investment banking Tony...
The fall in the value of blue-chip stocks, now at a two-year low, is creating good buying opportunities for investors, says Portfolio Partners joint managing director Kei...
Details have emerged of a $600,000 fraud in AMP Asset Management’s Melbourne office.
Last December, Financial Synergy found a $200,000 anomaly in its Top Quartile Superan...
Internet, television and mobile phones will be playing a major role in e-commerce in the next few years, , says Perennial Partners managing director Ian Macoun....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...