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....

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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...

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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...

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Financial planning

FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....

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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 ...

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Editorial

Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...

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Financial planning

A new survey suggests clients are not only OK with opt-in, but would prefer dollar fee invoicing from financial planners....

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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...

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Editorial

AMP Limited is upbeat about its financial planning future, despite an 18 per cent decline in first half profit amid strong revenues....

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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...

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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...

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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...

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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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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....

2 weeks 3 days ago

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

3 weeks 4 days 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....

2 weeks 4 days ago