ACCOUNTANTS

Financial planning

A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...

Financial planning

Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...

Accounting

Lawyers and accountants will not be subject to the same licensing requirements as financial planners if the findings of the Joint Statutory Committee on Corporations and ...

Financial planning

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

Financial planning

Investor Group has purchased the Cressey Lynch accounting and financial planning businesses....

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Accounting

Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...

Accounting

Accountants must lay to rest preconceived notions of financial services groups if they are to maker a dent on the financial planning business....

Financial planning

Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...

Accounting

AustSelect's new distribution arm for accountants, AustAccount, will maintain the same ownership structure as the company's financial planners' vehicle AustChoice....

Financial planning

AMP's financial planning operations are looking to boost referral business coming from accountants by forming alliances with accounting groups....

Financial planning

Financial Planners are increasing their lead over accountants in the bid to win the hearts and minds of the investing public, according to a new report....

Financial planning

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...

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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 ...

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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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