FINANCIAL PLANNING BUSINESSES

Financial planning

The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....

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People & Products

Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...

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Financial planning

Employers need to ensure they are continually engaging and rewarding staff as part of their retention strategy as the year comes to an end....

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Financial planning

It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...

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Financial planning

Financial planning businesses should conduct a health check of how they are tracking as they approach the end of the calendar year, according to Macquarie Practice Consul...

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Funds management

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

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Financial planning

Macquarie Practice Consulting has recommended financial planning businesses re-examine their overall business health, including revising whether their referral partners a...

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Financial planning

Outdated manual compliance operations coupled with an increasing workload and loss of experienced practitioners threatens to create a massive compliance risk for dealer g...

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Financial planning

Wealth Today attributes a combined mortgage broking and financial advice service offering (based around the upskilling of brokers) for its rapid recent growth....

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Financial planning

Dealer groups aligned with big institutions should be honest with consumers and describe themselves as 'agents' of their parent company, says Paragem managing director Ia...

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Financial planning

Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....

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Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

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Editorial

Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...

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Financial planning

A Radar Results analysis of 500 financial planning businesses has found larger practices earn around three times as much in annual fees per client as smaller practices....

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Policy & Regulation

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 3 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

22 hours 43 minutes ago