ACCOUNTANTS

Financial planning

Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...

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

Sealcorp dealer group Pact will be rolled into its sister dealership Securitor later in the year in a bid to sharpen brand focus and respond to the changing needs of its ...

Accounting

Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...

Accounting

MLC is pushing for its advisers to make greater inroads into the corporate superannuation market to counter the growing threat of accountants moving into the financial pl...

Accounting

Australia’s peak accountancy body, CPA Australia, announced yesterday it was confident of achieving an exemption for accountants from the licensing requirement of the Fin...

Financial planning

While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...

Financial planning

The Strategist Group is looking to immediately enlist another 30 financial planning or accounting groups to its network of self-managed super fund (SMSF) specialists, the...

Accounting

Advisers must ready themselves for a wide range of issues before choosing to join with an accountancy firm, however the venture can boost both the number and quality of r...

Accounting

Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...

Financial planning

Direct Portfolio Services is to target financial advisers for distribution of its share portfolio service....

Financial planning

ASIC is concerned about the quality of advice being given in Australia, driving a push for standardisation of training and licensing, according to director of regulatory ...

Financial planning

The recently formed alliance of eight financial planning firms, the LodeStar Group, is gaining significant business in deals with legal and accountancy firms according fo...

Financial planning

Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....

Financial planning

Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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