FEE-FOR-SERVICE

Editorial

While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...

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Financial planning

Blue Sky Funds Management will include water investments in its new retail private equity fund to be launched in the New Year, hoping to attract financial planning networ...

Funds management

With disclosure and fee flexibility at the forefront of concerns, Quantum Warrants claims that their online property warrant offering for self-managed super funds, Quantu...

Financial planning

New system will allow payment of fees by a range of methods from credit card through to direct debit....

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Financial planning

Although many advisers are eager to make the transition to fee-for-service, their biggest fear is informing clients that they will need to charge them more, according to ...

Financial planning

Should the industry transition to fee-for-service, possible grandfathering provisions regarding commissions may not be the saving grace for planners’ recurring revenues, ...

Editorial

Research from Wealth Insights and Investment Trends reinforces the degree to which financial planners understand the need for remuneration reform....

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Financial planning

AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...

Financial planning

While financial planners may be skilled in advising clients to include property in their investment portfolio, they don't have the skills, ability or licence to assist cl...

Editorial

Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....

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Financial planning

Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...

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Editorial

In light of the numerous inquiries into financial services as well as changing attitudes to adviser remuneration, SUE VISKOVIC considers the benefits of overhauling your ...

Financial planning

The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...

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Editorial

Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...

Financial planning

There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 11 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 2 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago