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ADVISERS
Accounting
Adelaide-based financial services firm, Perks, today announced the launch of a new cloud-based technology platform for advisers....
Financial planning
Advisers at the Commonwealth Bank showed the second highest level of loyalty and their advisers had the second highest average tenure, with Macquarie topping the list....
Financial planning
Applications for the 2016 Financial Planning Association of Australia (FPA) Awards have opened and now include the ‘FPA Professional Practice of the Year’ award....
Funds management
Advisers and investors have been demanding less volatility, new ways to manage risk and non-traditional investments, according to BetaShares. ...
Accounting
Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...
Financial planning
Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....
Life/Risk
Workers need to find advice on income protection that can be rebated so that is it not just about selling a product, according to Omniwealth....
Financial planning
Advisers had not adapted to a world of no commissions just yet but would need to diversify their service offerings to justify fee-for-service, Aon Hewitt said....
People & Products
Interprac FP recruits Capstone’s Rae Stagbouer as its national advice manager to support its growing network of accountant trained advisers....
Financial planning
Until real estate agents and lawyers are held to higher standards, foreign investors should seek financial advice to avoid breaching FIRB laws, Connect ASEAN principal, P...
Funds management
Increased financial choices is detrimental to a consumer’s investment decisions, according to financial advice fintech Capital Preferences....
Financial planning
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
Accounting
Advisers need to start preparing for changes to the way property leases will be treated on their balance sheets from 2019, an accountancy firm warns....
Financial planning
The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....
Financial planning
People providing so-called “wholesale” advice should not be permitted to call themselves planners....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...