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FEE-FOR-SERVICE
Financial planning
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
Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...
Financial planning
The Commonwealth Bank of Australia claims to now have a full spectrum of advice offerings with the “soft launch” of its new dealer initiative to go ahead once a licence f...
Financial planning
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...
Financial planning
The financial services industry has experienced increasing levels of regulation during the past few years, with one of the primary objectives being better protection for ...
Financial planning
A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...
Financial planning
The giant $12 billion UniSuper fund has flexed its industry muscles, appointing six dealer groups to exclusively service its more than 380,000 members, but insisting advi...
Financial planning
The ANZ Bank has postponed plans to roll out a fee-for-service remuneration model for its advisers until early next year, in order to ensure its network of planners is ab...
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....
Financial planning
The Commonwealth Bank of Australia (CBA) has ended almost a year of speculation about the structure of its new financial planning venture by unveiling a suite of initiati...
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Accounting
Boutique financial planning group Centrestone Wealth Advisory has struck a deal with the New South Wales arm of accounting firm Horwath allowing it to provide advice to t...
Financial planning
ANZ Financial Planning is attempting to fully “tap” the cross-selling opportunities of the group’s broader client base, specifically focusing on its retail banking and co...
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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...