POWERED BY MOMENTUM MEDIA
FEES
Financial planning
While a fixed-term fee agreement is a valid alternative for advisers finding difficulty in the ongoing fee arrangement requirements, they need to ensure their fee chargin...
Financial planning
The Government is allowing financial advisers to issue their fee disclosure statements 60 days from the anniversary date for the transition period. ...
Financial planning
The cost of recovering additional funding by the Government along with the decrease in the number of advisers year-on-year has led to the corporate regulator’s licensee l...
Financial planning
Financial advisers may still be chafing under the burden of annual fee renewals, but the Minister believes the industry has “generally reacted positively”....
Superannuation
Choice superannuation funds have been placed on notice that unless they look to their fees and investment performance they are at risk of being painted red on the heatmap...
Financial planning
Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....
Financial planning
According to the Association of Financial Advisers, this will help make advice accessible for lower income clients....
Financial planning
The proposal to have financial advisers registered under the new disciplinary regime will seek a fee and the registration will need to be renewed annually. ...
Superannuation
Advice fees levied by superannuation funds are relatively insignificant when compared to administration and investment fees....
Expert Analysis
Ausbil’s Mark Knight writes that amid all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperfor...
Policy & Regulation
The corporate regulator is suing the Commonwealth Bank for misleading conduct over its monthly access fees, which saw $55 million incorrectly charged to customers....
Financial planning
The Australian Securities and Investments Commission’s three legislative instruments regarding fees and independent disclosure aims to minimise regulatory burden for the ...
Financial planning
Independent financial advisers who are unencumbered by vertically integrated institutional models will be able to save costs with greater access to a broader platform and...
Funds management
The asset manager is looking to focus on the superannuation sector and the top end of private wealth as it targets the Australian market....
Financial planning
Five planning and accounting groups have united to press the Government to override the Australian Securities and Investments Commission on its proposed levy increases ci...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...