The Financial Planning Association has clearly defined the difference between planners and accountants and why one...
Charging commissions for life/risk advice may be more professional than a fee-for-service model as they were only...
Count Financial points to utility of fee-for-service for accountants entering financial planning space.
Jun 20 2019 - 5:45am
Achieving the retirement your clients have always dreamed about requires both lifestyle AND financial planning....
Lawyer warns that LIF legislation, as currently drafted, could see adviser fees counted as part of capped benefits.
Col Fullagar considers the difference between service and financial advice within the adviser value proposition...
Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal.
Jun 14 2019 - 7:15am
Emerging markets are at the vanguard of the ‘Fourth Industrial Revolution’ – harnessing technology much faster and...
FSGs should be part of the national register of advisers to prevent consumers getting skewed information from...
ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but...
Advisers urged to charge clients flat fees instead of claiming commissions, to avoid conflicts of interest.
Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to...
Bombora new signing moves across from Lonsdale Financial Group.
Former fund manager claims actively managed funds’ fees charge investors more than once for same services.
FOFA regulations require planners to outline platform and investment choices in SOAs.
Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than...
Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time...
In order to give you the best site experience, we need to know what kind of investor you are. Please select the title that best describes you below.
Financial Advisers - Investment
Financial Advisers - SMSFs
Individual Investors with SMSFs
Financial Advisers - Insurance
Accountants and Solicitors
Financial Services Professional