Current market conditions will allow financial planners to sell their businesses at high prices even if not full transitioned to a fee for service model....
Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....
The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....
Financial planners should ask clients ‘how much is enough?’ and directing their thinking toward philanthropy according to a long-serving adviser....
Towers Watson restructures manager research team on back of internal promotions....
Partners Group Global Value Fund accept on BT and Macquarie platforms....
360 Capital announces $50 million capital raising....
Calastone reaches milestone announcing flows have reached 1,000 orders a day....
SMSF specialist BGL has linked with Auditflow to add new functionality to Simple Fund 360....
A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....
Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...
Social media doesn’t play a major role in most advisers’ marketing strategies, with the majority still favouring traditional pathways like referral networks, a survey has...
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...
So we are now underwriting criminal scams?...