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Financial planning
According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...
Financial planning
Financial planning dealer groups may end up being liable for a portion, if not all of the damages awarded to the investors who are in the process of taking legal action a...
Financial planning
Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...
Financial planning
Research house Plan for Life has announced the launch of a new online life insurance quotation service, which will be made available to dealer groups and risk advisers....
Financial planning
The Australian Agribusiness Group has attacked the level of commissions charged for agribusiness products claiming they are too high and effectively stifling these projec...
Financial planning
ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...
Financial planning
Focussing on providing services to the adviser and not the licence holder will be the major focus for the Association of Financial Advisers (AFA) in 2006, says president ...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Funds management
Equipping researchers and investment committee members from dealer groups, platforms, super funds and research houses with the knowledge and insight required to understan...
Financial planning
An online adviser reporting system that claims to take the guesswork out of deducing exact commission payments has been implemented by three dealer groups, with a fourth ...
Financial planning
Lonsdale Financial Group has joined Centric Wealth and Financial Services Partners as dealer groups that supply PlanTech software to their risk advisers....
Financial planning
Clients of financial planners are investing more of their assets according to their planner’s recommendations, with 88 per cent rating the overall quality of the service ...
Financial planning
Genesys Wealth Advisers has become one of the few financial planning dealer groups to add an industry superannuation fund to its recommended list....
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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...