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Financial planning
The Finance Sector Union has begun a campaign to reduce the gap between male and female wages in the financial services industry, a gap it claims is the largest of all in...
Financial planning
The part sale of Professional Investment Services (PIS) is beginning to cast aspersions on the future of the country’s other large independent dealer group, Count Financi...
Editorial
Count Financial reported a better than anticipated $4.99 million half year after tax profit today, and immediately upscaled its forecasts for the remainder of the year....
Financial planning
Two financial planners who dishonestly sold migrants in south-west Sydney tax-effective investment plans have been banned permanently by the Australian Securities and Inv...
Financial planning
Working women stand to be particularly disadvantaged by the implementation of the new choice of fund regime, with many potentially unaware that advisers receive commissio...
Financial planning
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
Life/Risk
Commission disclosure under Financial Services Reform is contributing to Australia’s chronic underinsurance problem rather than alleviating it and driving churning betwee...
Financial planning
Advisers are often so busy looking after their clients’ best interests that they forget to adequately take care of their own, especially when it comes to protecting their...
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
Liam Egan talks to the financial planner wrapping it up for UK advisers....
Financial planning
Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....
Financial planning
Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...
Financial planning
Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...
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Podcast
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...