Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...
Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...
If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
We have our own MA too. The client pays the asset consultant, we have no financial interest in the asset consultant. Our only rem from any source is the direct fee from the client bank account. If the client does not have the MA our revenue is completely unaffected.
Our own managed account has been a god send in 2022. We have been able to protect client capital by reducing risk early in the calendar year. Without our own MA we could not have executed and protected capital the way we did.
There is no standard 3 matter here provided it is properly and ethically constructed.