POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE INDUSTRY
Financial planning
The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....
Life/Risk
ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...
Financial planning
Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....
Editorial
Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs....
Financial planning
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Financial planning
In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
Financial planning
Financial advisers paid a salary by a product manufacturer, such as those employed by banks, may find they cannot continue their client relationships if a purist definiti...
Financial planning
More than 49 per cent of advisers surveyed in the wake of the Ripoll Inquiry recommendations last week said they had no confidence in ASIC’s ability to monitor and preven...
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
Financial planning
AFA chief Richard Klipin said the report would set the industry on the path of becoming a trusted profession....
Financial planning
Only a complete overhaul of the industry that involves banning commissions and creating a profession with distinct service providers will save the financial planning indu...
Financial planning
The Financial Services Reform Act has created an industry bogged down in paperwork and regulations, with the effect of driving advisers into the arms of product providers...
Financial planning
Planners must adopt more complicated technology and a systematic approach to client needs....
Financial planning
PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...