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FINANCIAL PLANNING
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Editorial
In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....
Editorial
It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...
Financial planning
Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....
Financial planning
A preference for dealing with high-net-worth clients may see some financial planners miss out on securing the valuable next generation of clients, particularly if mortgag...
Editorial
Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....
Editorial
Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....
Editorial
Financial planning companies and individual planners have been the subject of severe adverse findings by Financial Ombudsman Service panelists. ...
Financial planning
The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...
Financial planning
National mortgage broking company Refund Home Loans has entered into a joint venture with PIS under which it will offer the group's financial products to its existing cli...
Financial planning
A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....
Financial planning
South Australia dealer group Financial Planning & Life has gone into voluntary liquidation, partly as a result of a fraud perpetrated by one of its authorised representat...
Financial planning
Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...
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MARKET INSIGHTS
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....