"FINANCIAL PLANNING"
Financial planning
Baby boomer accountancy practice owners are facing tough market conditions as many generation X and Y accountants eschew business ownership....
Financial planning
Financial planning practice bosses are struggling to find qualified staff, as rival firms engage in a “war for talent”, recruitment consultants Robert Half report....
Accounting
Financial planners should offer tailored licensing regimes with certain authorisations to accountants instead of trying to shoehorn them into the planner model, The Fold ...
Financial planning
Spring FG has outlined its broad timetable for the roll-out of franchised wealth management branches....
Financial planning
Confidence is growing among Australia’s small to medium-sized financial services sector business, despite difficult business, economic or industrial conditions, a report ...
Financial planning
The current crop of robo-advice tools available to advisers are limited and “devoid of personalisation” according to Intiger Asset Management founder, Mark Fisher....
Financial planning
Fintech start-up Suitebox has been crowned as the winner of KPMG’s global Fintech Innovation Challenge, receiving recognition in the mobile category....
Financial planning
Asteron Life is offering advisers a new framework of commission options consistent with LIF compliance....
Financial planning
As Australia’s major planning organisations argue the case around education standards, their Canadian counterparts also see education and certification as a key....
Financial planning
The Association of Financial Advisers has warned against the costs and duplication associated with allowing licensees to have their own codes of conduct....
Accounting
AccountantsIQ launches licensing offer targeting SMSF-focused accountants....
Life/Risk
Assistant Treasurer, Kelly O’Dwyer, has pointed to the link between life/risk churn and high upfront commissions as justification for Life Insurance Framework....
Financial planning
The exposure draft legislation on the new Life Insurance Framework has confirmed the centrality of ASIC with respect to remuneration and the clawback....
Financial planning
Assistant Treasurer, Kelly O’Dwyer, has committed to implementing appropriate transitional arrangements for planners impacted by increased educational standards....
Financial planning
New calls have emerged for the merger of the FPA and AFA, and a clear dividing line between advice and product....
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MARKET INSIGHTS
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...