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Financial planning
Challenger Financial Services has revealed details of moves to corporatise the group with the announcement that it will ask shareholders to decide the company’s fate at a...
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
Julie Bennett reports on Credit Suisse’s latest Hypercompetition paper, which exposes the flaws of the buyer of last resort facility....
Financial planning
Financial planners can do no right in the eyes of the Australian public in terms of the fee versus commission debate, discussion at the Financial Planning Association’s (...
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Financial planning
Advisers in AXA dealer groups will no longer have a remuneration bias to recommend AXA’s own funds management products under a raft of changes to the group’s fee model an...
Financial planning
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
Financial planning
Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...
Funds management
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
Financial planning
Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...
Financial planning
NSW-based financial planners will avoid the added burden of payroll tax due to an ‘imminent’ ruling by the NSW Office of State Revenue (OSR) that will recognise planners ...
Financial planning
The Joint Parliamentary Committee inquiry into commissions on risk products has veered away from recommending mandatory disclosure rules for risk advisers, warning that t...
Financial planning
Advisers using a fee-for-service model of financial planning remuneration could face increased professional indemnity (PI) insurance burdens, according to prominent plann...
Financial planning
Listed financial planning group Snowball has announced a capital raising it says will enable the company to move more quickly towards becoming a profitable entity....
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...