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FEE-FOR-SERVICE
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Financial planning
Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....
Financial planning
The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
Accounting
The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....
Financial planning
OnePath has taken steps to better cater for fee-for-service advisers with the launch of a new range of products through its OneAnswer Platform....
Financial planning
OnePath has taken steps to better cater for fee-for-service advisers with the launch of a new range of products through its OneAnswer Platform....
Financial planning
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
Financial planning
Many financial advisers are already getting a head start on transitioning to a fee-for-service business model nearly two years out from a prospective ban on some commissi...
Financial planning
The transition to fee-for-service has not changed the fundamentals and has not had a dramatic effect on the cost of advice either, according to long-time AMP financial pl...
Financial planning
Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....
Financial planning
Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...
Life/Risk
A ban on commissions on compulsory insurance in super is perhaps a good thing, but an outright ban on all commissions would be a massive threat to solving the underinsura...
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Podcast
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...