FINANCIAL PLANNING

Financial planning

Seaview Consulting predicts financial planning practice values will remain in decline with supply outstripping demand....

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Funds management

ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...

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Editorial

Planning acquisitions and platform restructure set scene for future performance....

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Financial planning

Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...

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Financial planning

SFG positions for growth based on convergence of planning and accounting....

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Editorial

Profit falls as insurer boosts planners and distribution agreements. ...

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People & Products

Former AMP/AXA wealth executive Bob Blurton has been appointed general manager of Queensland accountancy and advisory group Moore Stephens’ wealth division. ...

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Financial planning

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

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Life/Risk

Former insurance adviser admits filing false applications for commission earnings. ...

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Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

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Financial planning

Dealer services model offers succession plans to more than 700 planners....

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Financial planning

Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...

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Financial planning

Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...

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Financial planning

New survey suggests cost-containment strategies can be counter-productive....

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Editorial

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

4 weeks 1 day ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks ago