PLANNERS

Financial planning

The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....

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Life/Risk

Risk commission concerns have blocked discussions about client trust and appropriate selling of risk insurance...

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Financial planning

Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....

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Financial planning

The way licensees serve and support planners in regional Australia bears many similarities to the way planners assist their own clients in the regions. ...

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Funds management

Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....

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Financial planning

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...

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Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

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Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

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Financial planning

Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....

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Funds management

Platform flows are improving as the wall of cash breaks down....

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Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

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Financial planning

Dealer services model offers succession plans to more than 700 planners....

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Financial planning

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

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Financial planning

There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...

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Financial planning

Matrix promotes two staffers and outsources paraplanning...

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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 ...

2 months 2 weeks 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 ...

2 months 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

6 days 7 hours ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

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The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

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