commissions

Financial planning

Campaign to close financial services gender pay chasm

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

Count backs its independence

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 lifts profit forecast

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 Sydney advisers banned for life

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

Women disadvantaged by super choice

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

Consumers satisfied with planners: survey

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

FSR adds to under insurance headache

Commission disclosure under Financial Services Reform is contributing to Australia’s chronic underinsurance problem rather than alleviating it and driving churning betwee...

Financial planning

Toolbox: Income replacement: recipe for a good night’s sleep

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

Conflicting interest – the great debate

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

Aussie planners sell wraps to the world

Liam Egan talks to the financial planner wrapping it up for UK advisers....

Financial planning

Guidelines detail tougher fee disclosure regime for platforms

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

Plugging into the power of platforms

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

Planners lash out at soft dollar taxing plans

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

Course on conflict of interests

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

Fee-for-service furphy

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...