financial planning businesses

FINANCIAL PLANNING BUSINESSES

Financial planning

Financial planners look to diversify revenue

Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...

Financial planning

Is intergenerational financial advice the answer?

As baby boomers reach retirement and their latter years, intergenerational financial advice might be the answer to continued business growth in the future, according to P...

Financial planning

Plenty of buyer demand as financial planning practice valuations hold up

There is plenty of demand in the market for quality financial planning businesses, as well as an increasing number of enquiries from those looking to sell in preparation ...

Financial planning

Financial planning practice values stabilise: Radar Results

FOFA reforms have not had as great a negative impact on financial planning practice valuations as anticipated, according to Radar Results....

Policy & Regulation

FOFA could increase financial planning practice sales further

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

Policy & Regulation

FOFA could increase financial planning practice sales further

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

Editorial

Software offers financial planning solutions

Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...

Policy & Regulation

Valuations head down on FOFA worries

The policy uncertainty surrounding the Federal Government's proposed Future of Financial Advice changes appear to have contributed to wiping up to 15 per cent off the val...

Financial planning

Acquisitive advisers need to do health checks

Advisers are finding their expansion plans stymied by their own sloppiness....

Financial planning

Technology won't solve opt-in problem

Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...

Policy & Regulation

Two years before FOFA valuations impact

It may be two years before the full impact of FOFA on planning practice valuations becomes clear....

Editorial

FOFA reforms raise more questions than answers

The Federal Government may have handed down its Future of Financial Advice (FOFA) proposals but that has not served to end uncertainty in the financial services industry....

Financial planning

AMP announces product and platform plans

Initial integration plans have been completed that will bring AMP and AXA's products and platforms together, according to AMP....

Financial planning

One-stop-shop model returns

A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...

Editorial

Taking financial planning on the road

With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....