Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice.
Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment.
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance ...
There has been much said and written about the new accountants licensing regime, but specialist financial services lawyer, Ian McDermott ...
The latest industry partnership is aiming to better technology and advice solutions for accountants.
CPA Australia Advice has set out the pricing around its accoutants licensing offer with the caveat that it all depends ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
