financial planning businesses

FINANCIAL PLANNING BUSINESSES

Financial planning

Unrestrained regulation and costs are driving advisers out of business

The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...

Financial planning

Westpac takes 24% profit hit

Westpac has taken a 24 per cent hit to its first-half profit as it continues to accommodate hefty remediation costs and the exit of its financial planning businesses....

Tools & guides

Section 912A 'Compliance’ or a recipe for running a successful business?

Grant Holley looks at how compliance is not just about obligations but rather ingredients for running a successful business. ...

Tools & guides

Becoming client-centric the key to growth

David Clatworthy looks at five strategies firms need to apply to become more client-centric if they want to stay relevant in the future....

Financial planning

Lending certainty to stabilise practice values

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

Financial planning

CBA top Aussie banking brand for 2014

Despite a year of controversy and negative publicity the Commonwealth Bank of Australia (CBA) has reclaimed its position as the country’s top bank in the Brand Finance Ba...

Financial planning

Conditions right for planners to sell

Current market conditions will allow financial planners to sell their businesses at high prices even if not full transitioned to a fee for service model....

Financial planning

Planning - the most heavily scrutinised sector

The further Senate Commmittee process initiated by the Federal Opposition will simply be another in a long list starting in 2009....

Policy & Regulation

Labor tipped to move for new Senate inquiry

Reports suggest the Labor Opposition will move to establish another Senate Committee inquiry into financial planning....

Policy & Regulation

National summit urged to resolve planning issues

The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....

Financial planning

Cormann confirms telling Commbank to sort it out

The Minister for Finance and Acting Assistant Treasruer, Senator Mathias Cormann, has confirmed meeting with Commonwealth Bank chief, Ian Narev, and impressing on the ban...

Financial planning

Broker predicts planning industry split

Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....