FINANCIAL PLANNERS

Financial planning

The now confirmed Gillard Government must “move quickly” to finalise details regarding reforms to the financial advice industry, according to FPA chief Mark R...

Editorial

As the fee versus commission debate continues to simmer, Ray Griffin examines this age-old debate and explains why remuneration is ultimately in the hands of financial pl...

image
Financial planning

The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...

image
Superannuation

A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...

Financial planning

A sustainable revenue model needs to focus on more than simply charging an hourly rate as it may result in strained client relationships, according to Brisbane accountanc...

Financial planning

Financial planners know what they want from a ratings house and the common starting point is quality research underpinned by user-friendliness. Mike Taylor reports....

Financial planning

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

image
Financial planning

A successful acquisition of AXA Asia Pacific by National Australia Bank (NAB) would have a far more significant impact on the use of platforms by financial planners than ...

Financial planning

Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...

Financial planning

Clearview has reported a solid profit and has positioned itself to leverage its exclusive access to the Bupa customer base....

Financial planning

It’s logical that the financial planning sector would seek better accountability from product providers and researchers....

Financial planning

DKN has foreshadowed further growth on the back of a solid profit result. ...

Editorial

The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...

image
Editorial

New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....

image
Financial planning

There is an unfair bias in the reform agenda against advisers, and more attention should be paid to researchers and product providers, according to the Financial Planning...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 days 16 hours ago

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

1 week 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks 1 day 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 ...

1 week ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

6 days 22 hours ago