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

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

1 day 23 hours ago
Ray Mitchell

The previous directors and managers of both Dixon Advisory and the ultimate holding company Evans and Partners should be...

2 days 11 hours ago
Old Fella

Why would any Licensee invest in educating and training new advisers, when as soon as the handcuffs come off, they will ...

2 days 15 hours ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

3 weeks 3 days 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....

3 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

1 week 6 days ago