The article reports on the impact of the fee for service debate among financial planners in Australia. It discusses the study of over 1,300 financial planners conducted by a house brand management group about questions of large banking and insurance planning groups with independent dealer groups. ...
The article reports the effect of the proposed ban on asset-based fees by the Australian Securities and Investments Commission to people who seek financial advice as warned by the Financial Planning of Australia (FPA). It notes that the former says that fees should be banned by the federal gov...
The author reflects on the survey conducted by Investment Trends that 11 percent of planners derived a majority of their revenue from pure fee-for-service models in 2007 in Australia. He forecasted that the number of planners adopting the fee-for-service model is growing and will continue to ...
“Right now, when a financial adviser provides retirement advice, they may be paid by the saver or by the firm who makes the investment product they recommend,” a White House statement reads. “Responsible retirement advisers deserve to be paid for their important work. But when a firm pays...
Risk-averse investors may put a higher percentage of their cash in index funds rather than mutual funds. Marc Guberti and Rachel McVearryNov. 28, 2023 Signs of a Bad Financial Advisor Clients can spot conflicts of interest and other causes for concern with a bad financial advisor. Coryanne ...
Our Telluride Business Advisory plan includes the pro-active business tax planning plus interfacing with lenders, attorneys and financial planners. Afraid of bait and switch? Yeah, we think that stinks too. Our annual fee for Vail, as an example, is $4,500. What can make this fee go up?
Denser habitats: A longitudinal study of the impacts of residential density on objective and perceived neighbourhood amenity in Brisbane, Australia ? 2023 The AuthorsHigher residential densities are fundamental to creating sustainable, liveable and healthy neighbourhoods; however, community resistance ... ...
Fees Are the Keys With Financial PlannersJANE BRYANT QUINN
No fees are fine for Gong-based planners.(Wiseman Financial Services Proprietary Limited)(Brief Article)Bruyn, Simon de
The article reports that the Association of Independently-Owned Financial Planners (AIOFP) has released platforms to lower the cost of fee-for-service to its member client base in Australia. AIOFP has provided white label platf...