The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Risk commission concerns have blocked discussions about client trust and appropriate selling of risk insurance...
Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....
The way licensees serve and support planners in regional Australia bears many similarities to the way planners assist their own clients in the regions. ...
Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....
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...
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...
It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Platform flows are improving as the wall of cash breaks down....
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...
Dealer services model offers succession plans to more than 700 planners....
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
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...
Matrix promotes two staffers and outsources paraplanning...
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...