ADVISERS
Financial planning
Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians felt more prepared for retirement, research showed....
Financial planning
Newly created platform and investment solutions provider, Valant Capital, has removed much of the institutional profit from its solutions....
Accounting
Adelaide-based financial services firm, Perks, today announced the launch of a new cloud-based technology platform for advisers....
Financial planning
Advisers at the Commonwealth Bank showed the second highest level of loyalty and their advisers had the second highest average tenure, with Macquarie topping the list....
Financial planning
Applications for the 2016 Financial Planning Association of Australia (FPA) Awards have opened and now include the ‘FPA Professional Practice of the Year’ award....
Funds management
Advisers and investors have been demanding less volatility, new ways to manage risk and non-traditional investments, according to BetaShares. ...
Accounting
Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...
Financial planning
Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....
Life/Risk
Workers need to find advice on income protection that can be rebated so that is it not just about selling a product, according to Omniwealth....
Financial planning
Advisers had not adapted to a world of no commissions just yet but would need to diversify their service offerings to justify fee-for-service, Aon Hewitt said....
People & Products
Interprac FP recruits Capstone’s Rae Stagbouer as its national advice manager to support its growing network of accountant trained advisers....
Financial planning
Until real estate agents and lawyers are held to higher standards, foreign investors should seek financial advice to avoid breaching FIRB laws, Connect ASEAN principal, P...
Funds management
Increased financial choices is detrimental to a consumer’s investment decisions, according to financial advice fintech Capital Preferences....
Financial planning
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
Accounting
Advisers need to start preparing for changes to the way property leases will be treated on their balance sheets from 2019, an accountancy firm warns....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...