FINANCIAL PLANNERS

Editorial

Sean Graham dissects the arguments made by industry super funds and some financial planners of the commissions-based remuneration of insurance in recent issues of Money M...

image
Financial planning

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Financial planning

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

image
Financial planning

Assistant Treasurer Senator Nick Sherry has announced further details about the new national tax agent services regime, including a one-year deferral for financial planne...

Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

image
Financial planning

Financial planners looking to acquire another practice need to make sure the seller is willing to stay on for a period to help with client transition, according to Alan K...

image
Financial planning

Delegates at Synchron's annual conference in New Zealand have entered into a spirited debate over the extent of ASIC's powers....

Financial planning

The industry super funds have paid for more research, the findings of which are bad for planners....

image
Editorial

The old debate pitting institutions against boutique operators has reared its head once again. ...

image
Financial planning

Listed financial services company Superwoman Group has taken a 30 per cent stake in privately owned dealer group My Adviser in addition to announcing intentions to acquir...

image
Financial planning

Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...

People & Products

AMP Horizons has appointed Michael Pollack as head of practice, effective from 3 May....

image
Financial planning

Financial planners need to stop fighting 'trench warfare' over different models of advice before it drives away consumers, according to the managing director of Snowball,...

image
Financial planning

Voting for this year’s BDM of the Year closes tomorrow - 9 April, 2010....

Financial planning

The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...

image
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 19 hours ago

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

1 week 2 days ago

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

4 weeks 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....

1 week ago