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FINANCIAL PLANNING
Superannuation
APRA will start a consultation process on delivering investment level performance later this year....
Financial planning
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Financial planning
Deloitte's study of the reverse mortgage sector shows reverse mortgages are no longer favoured by financial planners despite the products' increasing growth....
Superannuation
The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Financial planning
Treasury officials are continuing to apportion blame to financial planners for some Trio Capital losses....
Financial planning
Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...
Editorial
Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...
Financial planning
Based on their intentions, actions and results, financial advisers get the new, repeat and referral clients they deserve. David Penglase explains....
Editorial
Although revenues continue to trend down, financial planning practice operating profitability has actually risen in the past year, while advisers also indicate they are o...
Financial planning
Founder of McGrath Business Advisory Dan McGrath will join WLM Financial ahead of the merger between the two firms....
Financial planning
In the "noise" around how many Count practices have transitioned over to BT groups and under what arrangements, the reasons practices switch licensees seem to have been l...
Financial planning
Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...
Superannuation
APRA admits it does not collect data on how long superannuation funds take to administer rollovers and has no view on what might represent best practice....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...