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FINANCIAL ADVISERS
Financial planning
The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Life/Risk
A move towards opt-in and a shift to fee-for-service remuneration may force many consumers to walk away from advice about life insurance, according to AIA head of adviser...
Financial planning
Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....
Policy & Regulation
The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....
Financial planning
Dealer group-aligned financial planning practices earn slightly less per year than those with their own Australian Financial Services Licence (AFSL), according to a Macqu...
Policy & Regulation
Financial planners are set to maintain their lobbying against the Government's FOFA proposals....
Financial planning
Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....
Editorial
While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...
Policy & Regulation
The Association of Financial Advisers has demanded the Government explain the actual benefits of the Future of Financial Advice (FOFA) proposals....
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
People & Products
Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Financial planning
Client satisfaction surveys are better for the advice industry than a sales philosophy....
Financial planning
A conditional exemption has been granted for Australian advisers to be able to continue to service clients in New Zealand....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...