FINANCIAL PLANNERS

Financial planning

Licensing system allowing product providers to hold financial services licences should be investigated....

Financial planning

Planners served notice by regulator but reports of home and office raids incorrect....

Life/Risk

Professional indemnity costs are rising, and so are the hurdles financial planners have to meet to secure a policy....

Financial planning

Over the past 21 years Queensland financial planner Martin Kerrigan has had nearly 30 face-to-face meetings with promoters of agribusiness managed investment schemes, des...

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Financial planning

The level of share ownership in Australia has fallen by 14 per cent since 2004, during which time shareholders have increasingly turned to financial planners for advice....

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Financial planning

Perpetual chief executive David Deverall has used a company update to suggest that further industry consolidation is inevitable....

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Financial planning

A warning to investors by ASIC yesterday that consumers were sometimes encouraged to borrow more money than they actually need was not necessarily aimed at financial plan...

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Financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

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Financial planning

Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...

Financial planning

Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....

Financial planning

The Investment and Financial Services Association has confirmed its members will create a clear divide between product and financial advice costs from next year....

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Financial planning

Rising costs and tighter margins making it harder for individuals to run a financial planning business....

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Financial planning

The payments made by product providers and investment platforms - otherwise known as volume bonuses and shelf space fees - are beginning to be questioned, but rebates at ...

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Financial planning

Is this the end of the honeymoon period for the partnerships between product providers and dealer groups? Another submission to the parliamentary inquiry has given a damn...

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Financial planning

Commissions are causing real perception problems for the financial services industry, the new minister for superannuation has acknowledged....

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MARKET INSIGHTS

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

5 days 13 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 2 days 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 1 day ago

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

1 week ago