ACCOUNTANTS

Editorial

The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....

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Accounting

Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....

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Accounting

The APES 230 ethical standards may cause a small number of accountants "some commercial pain", but it will benefit the majority in the long run, according to Robert MC Br...

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Financial planning

Madison Financial Group is rolling out a compliance framework that uses estate planning as a context for the best interests duty....

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Financial planning

Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....

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Editorial

Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...

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Accounting

The introduction of the APES 230 ethical standards for accountants will not affect WHK's business model, according to the dealer group's chief risk officer Craig Lake....

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Accounting

Accountant/planners in rural areas are likely to forgo their professional accounting body membership if the APES 230 standards are introduced, according to Kenyon Partner...

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Financial planning

Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....

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Superannuation

As SMSFs continue to gain momentum, service provider affiliation is becoming increasingly important to both professional advisers and their clients, according to John McI...

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Financial planning

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

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Editorial

Rahul Guha uses his experience as an accountant to provide a few tips on how to manage profit in uncertain times....

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Financial planning

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

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Superannuation

Large companies are likely to soak up books of SMSF clients by providing outsourced administration services, according to Bravura Solutions' Garradin manager Darren Speir...

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Financial planning

Large companies might reconnect with the SMSF community through the provision of outsourced administration services, according to Bravura Solutions' Garradin manager Darr...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 20 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 11 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago