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Financial planning
Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...
Financial planning
Research conducted by CoreData has suggested Industry Funds Financial Planners come up short in engagement and service skills when compared to their independent or bank-a...
Financial planning
AFS considering acquisition opportunities of dealer groups, while also assessing opportunities in general insurance and mortgage aggregation space....
Financial planning
One of Australia's few remaining large, non-institutionally owned advice groups is courting four potential institutional equity partners or owners....
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
Financial planning
There need to be more restrictions placed on the types of products and strategies planners can advise on based on their level of accreditation: Grahame Evans....
Financial planning
Well known dealer group head Ray Miles is establishing a new dealer group he hopes will represent 'the future of advice'....
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
The Ripoll Inquiry proposals will shift the burden of proof onto advisers when it comes to client claims regarding unsatisfactory performance, said corporate lawyer Peter...
Financial planning
Model portfolios are becoming an increasingly popular investment advice option at a time when risk mitigation is a priority for dealer groups....
Financial planning
AMPFP has struck a deal with Australian Financial Group to improve the services for its mortgage-writing financial planners. The group wrote around $700 million in mortga...
Financial planning
Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a s...
Financial planning
Dealer groups are removing investment products en masse from their approved product lists in reaction to the performance of certain asset classes during the global financ...
Financial planning
Dealer groups recently added to the ASX Find a Planner site include Avenue Capital, FMD Financial and Magnitude. The Association of Independently Owned Financial Planners...
Editorial
If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...