Mortgage Choice sells off part of its business to focus on financial planning arm and other new initiatives. ...
FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....
New online advice platform offers full financial plans for as little as $199....
The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...
SFGA looks to expand into trusteeship arena while continuing to grow its planning footprint. ...
IOOF chief executive Chris Kelaher signals the company will look for growth off the back of a solid result underpinned by advice and inflows. ...
Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...
The FPA warns the Government some FOFA amendments could re-introduce commissions into the advice space and increase the risk of mis-selling. ...
Aligned and non-aligned advice should be covered by separate legislation and definitions, according to an advice business broker....
The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...
Some Australian-based fund managers have been forced to refine their distribution strategies as a result of consolidation in the financial planning sector - something whi...
Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
Greg Medcraft says financial planning needs to undergo further cultural change, as the sector remains one of the riskiest regulated by ASIC. ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...