Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ACCOUNTANTS
Superannuation
Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...
Editorial
Dominic McCormick questions accountants’ love affair with investing in property....
Financial planning
Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...
Financial planning
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
Financial planning
Sealcorp dealer group Pact will be rolled into its sister dealership Securitor later in the year in a bid to sharpen brand focus and respond to the changing needs of its ...
Accounting
Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...
Accounting
MLC is pushing for its advisers to make greater inroads into the corporate superannuation market to counter the growing threat of accountants moving into the financial pl...
Accounting
Australia’s peak accountancy body, CPA Australia, announced yesterday it was confident of achieving an exemption for accountants from the licensing requirement of the Fin...
Financial planning
While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...
Financial planning
The Strategist Group is looking to immediately enlist another 30 financial planning or accounting groups to its network of self-managed super fund (SMSF) specialists, the...
Accounting
Advisers must ready themselves for a wide range of issues before choosing to join with an accountancy firm, however the venture can boost both the number and quality of r...
Accounting
Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...
Financial planning
Direct Portfolio Services is to target financial advisers for distribution of its share portfolio service....
Financial planning
ASIC is concerned about the quality of advice being given in Australia, driving a push for standardisation of training and licensing, according to director of regulatory ...
Financial planning
The recently formed alliance of eight financial planning firms, the LodeStar Group, is gaining significant business in deals with legal and accountancy firms according fo...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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?...