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ACCOUNTING
Financial planning
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....
Financial planning
The financial planning-accounting business model is the only one to have seen growth in its adviser numbers since 1 July 2022, according to Wealth Data....
Financial planning
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
People & Products
Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....
Funds management
Institutional investors hold chief executives responsible when there are errors in a firm’s financial reporting, not the chief financial officer, according to research. ...
Accounting
With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....
Financial planning
Australian Wealth Solutions principal, Sam Zervides has questioned whether politicians and regulators fully understand the damage which has been inflicted on the financia...
Financial planning
Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....
Financial planning
Is there an advice/accounting convergence underway and is it something advisers want?...
Superannuation
The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....
Policy & Regulation
ASIC has banned a Perth-based accountant from providing any financial services for six years, after finding that he both contravened and was likely to again contravene a ...
Financial planning
The Institute of Public Accountants has suggested that it is accountants who can fill the gap when consumers want advice but don’t want to pay high fees to advisers....
Policy & Regulation
The Australian Securities and Investments Commission has broken new ground cancelling the licenses of two accounting firms for failing to obtain membership of the Austral...
People & Products
Former International Federation of Accountants president, Rachel Grimes, has joined the Accounting Professional and Ethical Standards board as director. ...
Financial planning
Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....
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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...