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ADVICE
Editorial
Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....
Financial planning
Advisers are leaning more towards flat fees as they review their businesses and properly price their services, according to Elixir Consulting’s Sue Viskovic....
Financial planning
Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...
Financial planning
Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...
Financial planning
CommInsure has moved onto the front foot declaring that commissions should remain an option in insurance....
Editorial
New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
Commonwealth Bank of Australia has revealed both its funds under advice and management slipped in the June quarter, but FirstChoice flows and in-force insurance premiums ...
People & Products
David McKay to leave his post as general manager of Commonwealth Financial Planning....
People & Products
The former head of ipac Financial Planning, Sally Manion, has been recruited by Snowball Group....
Editorial
Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....
Financial planning
Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....
Editorial
Sean Graham dissects the arguments made by industry super funds and some financial planners of the commissions-based remuneration of insurance in recent issues of Money M...
Financial planning
As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...
Financial planning
Plan B has announced that funds under management, administration or advice (FUMA) were $2.19 billion at the end of March, marking an overall increase of 19.7 per cent in ...
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MARKET INSIGHTS
Podcast
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...