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FINANCIAL PLANNING PRACTICES
Financial planning
Retail clients do not give too much thought to the remuneration model their financial planner operates on, but fee for service provides transparency and value, according ...
Financial planning
Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....
Financial planning
The single most important factor to consider for financial planning practices looking at merging with, or acquiring, another business is demonstrating reliable future cas...
Financial planning
Institutions desperate to meet profit expectations in the face of lost legacy business are desperate to snap up increased distribution, artificially elevating financial p...
Financial planning
The industry is clearly moving away from valuing financial planning practices based on multiples of revenue towards valuing on an earnings basis, according to Hunts' Grou...
Editorial
A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...
Financial planning
Dealer group-aligned financial planning practices earn slightly less per year than those with their own Australian Financial Services Licence (AFSL), according to a Macqu...
Editorial
It is now becoming increasingly clear that one of the major consequences of the Government’s Future of Financial Advice (FOFA) changes will be further industry consolidat...
Financial planning
Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...
Financial planning
Advisers are finding their expansion plans stymied by their own sloppiness....
Financial planning
Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...
Financial planning
Risk insurance financial planning practices will continue to be highly valued despite the Government's Future of Financial Advice (FOFA) announcement of a prospective ban...
Financial planning
Employment prospects for the banking and financial services sectors are set to rise in the second quarter of 2011, according to recruitment consultancy Robert Walters....
People & Products
Former CBA national head of financial planning, Ian Anderson, has moved to Guardian Financial Planning, where he has been appointed business acquisition manager....
Life/Risk
Professional indemnity (PI) insurer Vero and its subsidiary APUA have launched a new PI insurance policy designed for financial planners....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...