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....
Many of the less experienced advisers, whilst possibly better with technology and "compliance" lack one thing that most older advisers had in spades. A thing called empathy. The role of Financial Adviser is not just about retirement plans, paying down debt & tax effective strategies. It is being there in times of tragedy, of business collapses, and assisting your clients when they are vulnerable and cannot pay your invoices. Those who run their Practices like this, are the most professional and the most admired.