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Financial planning
With consumers often unaware of the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separate...
Funds management
Research by Morningstar has found fixed income funds are bucking a general trend around managed fund fee dispersion with a smaller fee dispersion compared to equity ones....
Financial planning
Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....
Financial planning
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...
Financial planning
ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay....
Financial planning
With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...
Financial planning
Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...
Financial planning
The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....
Funds management
State Street will cut fees on six of its SPDR ETFs from 1 July across Australian equities, international equities, listed property and emerging markets....
Funds management
Global X has reduced fees on its spot bitcoin and Ethereum ETFs as head of sales Manny Damianakis says they are seeing growing interest from advisers in cryptocurrency....
Financial planning
Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...
Financial planning
Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...
Financial planning
AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...
Financial planning
Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...
Financial planning
The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...