The advice/accounting convergence – good or bad?

Amid suggestions that the fall-out from the Royal Commission and the exit of major banks will drive a further convergence of financial planning and accounting, Money Management is seeking to determine what is really happening in the advice sector.

With that in mind, it is surveying advisers to determine how many of them are working in a converged advice/accountancy environment, how many would be willing to do so and whether they see any particular advantages in the model.

The financial planning industry has for most of the past 20 years also lobbied the Government for the to make financial advice tax deductible, and Money Management wants to know whether advisers believe this should be confined to the provision of holistic advice or include less complex, product-oriented advice.

Please take the time to complete the survey here:

Recommended for you


Add new comment