Financial planning organisations - what do you think?
The major organisations representing Australian financial planners have had a busy three years dealing with issues ranging from the Future of Financial Advice through to Stronger Super.
Money Management is seeking readers' views on these organisations and appreciates your time in completing the accompanying survey.
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The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.