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Financial planning

Rebate services provider YourShare has said many financial planners are holding themselves out to be purely fee for service when in fact they are charging commissions as ...

Financial planning

Some new income definitions may cause clients to lose or reduce their access to some government benefits or concessions....

Financial planning

Researchers aim to develop advanced modelling techniques for alternative investment returns....

Financial planning

In the wake of the global financial crisis, the case for fee-for-service is stronger than ever before, writes Ray Griffin....

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Financial planning

Financial services firms, including dealer groups and advice firms, are switching from annual staff performance reviews to one every three or six months....

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Financial planning

Mortgage calculators which show that borrowers can pay off their mortgage sooner without increasing their monthly payments have attracted the attention of the regulator....

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Financial planning

Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....

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Financial planning

Independent directors of wealth management applications supplier Bravura Solutions have recommended shareholders vote in favour of a recapitalisation proposal for the com...

People & Products

Colonial First State appoints former Russell Investments director of investor services as part of move to geographically streamline business....

Funds management

Following the recent downturn of real estate, calls are being made for the listed property sector to focus on new fee structures and governance issues....

Life/Risk

Netwealth has increased both the medical and financial limits on its SuperWrap insurance product....

People & Products

Former ING chief executive officer of investment management for Asia Pacific appointed to Bennelong compliance committee....

Financial planning

Tim King discusses what financial services licensees should be ready for in compliance when a regulator comes knocking. ...

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Financial planning

Large financial services institutions, with the resources available to present a strong lobbying front, may dominate the current parliamentary inquiry into the industry, ...

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Financial planning

National Australia Bank and are other major lenders are turning away cash-strapped financial planning practices with unsustainable business models....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

2 weeks 5 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 2 days ago