financial planning

Financial planning

Since launching the solution in June, DomaCom has received more than 140 applications from financial planners and accountants wanting to trial its lifestyle road mapping ...

Financial planning

CommCentral launches adviser revenue management software

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

Financial planning

Wealth Today grows off broking presence

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

Editorial

The everlasting debate

Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...

Editorial

It all adds up

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Policy & Regulation

No difference in treatment of scaled and holistic advice

ASIC signals it will apply the same rules to both scaled and holistic advice....

Editorial

Managing the risky business of advice

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

Financial planning

Succession planning top concern for non-bank advisers

Succession planning is the number one concern for financial advisers in ANZ's non-bank channels, according to ANZ general manager, advice and distribution Paul Barrett....

Financial planning

'Aligned' dealers must be transparent: Ian Knox

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...

Financial planning

Industry in throes of "quantum shift" of online advice

The advice industry needs to work out the best way it can adapt to an increase in online participation by consumers....

Financial planning

Planner bonuses defy FOFA

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....

Financial planning

Banking sector chases financial planners and risk professionals

Financial planners, superannuation professionals and business development officers are in high demand and employers are offering more incentives to retain staff....

Superannuation

Aussies increasingly less prepared for retirement

A steadily increasing number of retirees say they are financially unprepared for retirement, according to Investment Trends research....

Superannuation

Reforms bring aged care advice into focus

There has been an increasing focus on advice around aged care and support services, with the announcement of the Federal Government's aged care reforms....