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Financial planning
The first review of the Australian Financial Complaints Authority has made 13 recommendations for its improvements but acknowledged these may result in increased costs fo...
Funds management
The Stewart Investors Worldwide Leaders Sustainability fund’s fee has reduced to 0.45% as the fund looks to help clients grow their wealth....
Financial planning
Before changing fee structures, there is plenty advisers can do to improve profit by fixing business efficiencies, according to a panel....
Financial planning
Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a fina...
Financial planning
Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...
People & Products
ASX shares and exchange traded funds will now have a minimum commission of $5, while US shares and ETFs will be US$4....
Features
Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...
Financial planning
Liberal members Jason Falinski and Tim Wilson have concluded the corporate regulator and industry super funds are beneficiaries of Australians being unable to access fina...
Financial planning
As industry organisations face Parliament to argue against rising regulatory levies, the Australian Financial Complaints Authority has praised financial advisers for rece...
Financial planning
There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...
Financial planning
Fixed-term arrangements cannot be used to avoid ongoing fee consent renewals and advisers could breach the code of ethics by trying to use them in that way....
Financial planning
Indirect costs associated with the corporate watchdog’s levy has risen to $24.5 million and these costs are closely related to the increased spending on litigation fundin...
Funds management
Pendal has seen record performance fees on its Australian funds, rising 29% to $16.4 million in the most recent quarter. ...
Funds management
Vanguard Australia will remove the fee for Vanguard exchange traded funds, managed funds and the cash account on its personal investor platform from 18 August to encourag...
Funds management
In a move to expand its adviser client base, Milford Asset Management has lowered its flagship fund fee for advisers to 0.9% per annum....
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Podcast
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...