Beware 'micro self-licensed' financial planning businesses
24 June 2018 by Alice Uribe, Australian Financial Review
More than 500 "micro self-licensed" financial planning practices established in the past three years could be most at risk of disciplinary action from an emboldened corporate watchdog, along with fast-growing financial planning businesses ...
The reinvention of financial advice
25 June 2018 by InvestSMART
Within a few years from now, the number of licensed practitioners in the financial advice area is likely to be half of the current total. So, if you’re a planner, maybe it’s time to start planning a career change?
Euro News: How a powerful inquiry upended one of Australia's grandest companies
22 June 2018 by By Jonathan Barrett and Paulina Duran, Euro News
Some investors say two crucial elements to AMP’s success – its good name and model of licencing external advisers to distribute products – have been devastated.
Reuters: How a powerful inquiry upended one of Australia's grandest companies
22 June 2018 by Jonathan Barrett & Paulina Duran, Reuters
Some investors say two crucial elements to AMP’s success - its good name and model of licensing external advisers to distribute products - have been devastated.
Who are Australia’s top 50 financial advisers?
15 June 2018 by James Kirby, The Australian
Australia’s Top 50 Financial Advisers list – and the industry it tracks – has changed dramatically in the past 12 months. A royal commission into banking, a blizzard of new tax rules, and a fundamental shift towards breaking away from larg...
In Brief: July Edition
14 June 2018 by Matthew Smith, Professional Planner
With only five large financial institutions dominating the wealth management landscape in Australia, vertical integration’s effect on advice here is more potent than in the US, Morningstar’s global chief executive, Kunal Kapoor, told PP on...
Are AMP Shares (ASX: AMP) a Buy?
14 June 2018 by Henry Fung, Investments Revolution
AMP's reputation and customer loyalty are under siege due to the banking royal commission scandal, following testimony from clients and upper management. All this casts doubt on AMP’s management capabilities and future profitability.
Consumer reviews - an essential tool for your marketing arsenal
13 June 2018 by Netwealth
Hear how consumer reviews can be harnessed as a marketing tool and help you identify areas to enhance your service. Angus Woods, managing director and founder of Adviser Ratings, discusses.
Dover Financial Group calls in outstanding debts from financial planners
12 June 2018 by Alice Uribe, Australian Financial Review
Dover Financial Group lured financial advisers by offering to postpone payment of annual licence fees for a year or more, but the collapsed company is now calling for immediate payments of those debts, leaving planners, who are already wor...