ADVICE FEES

Financial planning

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

Financial planning

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows....

Financial planning

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for ...

Financial planning

ASIC has called on superannuation funds to improve their oversight of advice fee deductions following an investigation of 10 trustees that found $990 million was charged ...

Financial planning

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....

Financial planning

Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...

Financial planning

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....

Financial planning

Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could be willing to pay higher advice fees than advisers are ...

Financial planning

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...

Financial planning

Financial advice fees have risen by close to 40 per cent over the last five years and the majority of advisers expect to hike fees further in the coming years, according ...

People & Products

The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...

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Life/Risk

Advice affordability is deteriorating and advice fees should be tax deductible, according to ClearView....

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Financial planning

Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....

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Financial planning

Financial advisers have expressed consternation that Asgard has signaled that it will be turning off one-off adviser fees on MySuper accounts. ...

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Financial planning

The Financial Planning Association has challenged the sense and workability of the Australian Securities and Investments Commission’s proposals around time-limited supera...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

17 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 18 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago