Financial planners should offer tailored licensing regimes with certain authorisations to accountants instead of trying to shoehorn them into the planner model, The Fold ...
Global share strategies beat their Australian counterparts on average, with the median manager returning 12.7 per cent on an unhedged basis....
ASIC numbers revealed application and approval numbers remained low for accountants even as the removal of the accountants exemption for advising on SMSFs loomed....
The FSC proposed a 22 per cent company tax rate in its tax reform package to boost Australia’s competitiveness while lower tax rates would be paid for by a higher GST....
A former Macquarie Equities Limited representative has been banned from providing financial services following investigations by ASIC as part of its Wealth Management Pro...
Robo-advice should be used to examine investors’ choices and enhance their investments rather than starting from scratch. ...
A lobby group has opposed the Government’s move to limit brokers’ use of client funds to hedge against their financial risks. ...
Financial advisers were ‘pawns’ in the financial industry to distribute products in the past, but this will no longer cut muster, a consultant firm principal believes. ...
Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....
While most accounting firms expect revenue from wealth management in FY16, mid-sized firms are more confident in the area compared to large firms, research reveals....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...