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FINANCIAL PLANNING
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....
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...
Financial planning
Despite moves in the industry to remove perceived conflicts of interest, questions still remain about 'buyer of last resort' (BOLR) contracts between dealer groups and th...
Financial planning
FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
Editorial
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
Financial planning
A new survey suggests clients are not only OK with opt-in, but would prefer dollar fee invoicing from financial planners....
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...
Editorial
AMP Limited is upbeat about its financial planning future, despite an 18 per cent decline in first half profit amid strong revenues....
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...
Financial planning
To take advantage of the economic downturn, advisers should scope for stocks that currently trade under the average price-to-earnings ratio, pay good dividends and hold a...
Financial planning
The growing number of financial planners undertaking the Certified Financial Planning (CFP) accreditation will lift the standard of the advice industry as a whole, accord...
People & Products
Asteron has appointed Andrew Bridgland as sales manager for the South Australia and Northern Territory region....
Financial planning
The Federal Government needs to start treating the Industry Super Network (ISN) and other elements of Industry Fund Services as what they really are - elements of a verti...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....