Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....
Markets that were largely left alone by regulators prior to the global financial crisis will be more actively managed as a result of a series of post crisis reviews, acco...
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
Nearly half of Australian financial planners expect their practices to be adversely affected by the Government’s proposed annual opt-in provisions for ongoing adviser ser...
Lonsdale practices restructure in pursuit of cost savings....
Radar Results has seen a dramatic increase in the number of smaller financial planning businesses looking to sell....
Professional Investment Holdings (PIH), the parent company of one of the country's largest non-institutionally owned dealer groups, has confirmed it has partnered with Cr...
The failures of various agribusiness managed investment schemes have created problems for the planning industry....
The Federal Government has increased its commitment to the removal of commissions in financial planning, linking the move to the development of Australia as a regional fi...
A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....
The Future of Financial Advice reform proposals are not retrospective, but there is confusion about the compulsory annual renewal notice that would enable clients to 'opt...
Even without direct legislation, a big advertising campaign by the Government will be enough to put an end to financial planning commissions, writes Mike Taylor....
If ratings house activity and dealer group caution is any guide, the Australian agribusiness managed investment scheme sector has reached a watershed....
While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...
Chris Lim explains how the introduction of the Australian Credit Licensing Regime could affect you....
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...