Tax board confirms FASEA alignment
The tax practitioners board has acknowledged that accountants who provide financial advice will probably meet its CPD requirements if they satisfy FASEA’s higher standard.
January 15, 2020
Still got swagger: Aussie markets in 2020
Asset consultants aren’t ready to run from Aussie shares just yet. Returns in 2020 might not match a stellar 2019, but conditions remain favourable and a wholesale retreat is unwarranted.
January 15, 2020
‘Simplistic’ LIC stamping fee analysis under fire
ASIC's analysis of conflicted LIC and LIT arrangements doesn't present a full or accurate picture of the issues, says independent investment consultant Dominick McCormick.
January 14, 2020
M&A state of play: Sellers motivated but buyers remain at bay
Contrary to the narrative that advice businesses are being sold off in record numbers, acquisition specialists say the ones on the market aren’t always what buyers are looking for.
January 13, 2020
Home fund needed to mop up ‘orphan’ funds: Bell
The rush of mergers between strong super funds is leaving the weaker ones alone to wallow in their net outflows. David Bell suggests a consolidation fund be founded to house them.
January 13, 2020
Organic business growth starts with questions
There are a few questions principals need to ask themselves if they want to grow their business in 2020, David Haintz reckons.
January 10, 2020
Adviser levy blowout due to royal commission: ASIC
The $1,142 adviser levy is 26pc higher than the $907 estimated by ASIC in June, an increase the regulator attributes to higher enforcement costs and the Hayne royal commission.
January 08, 2020
‘Woolly’ ethics guidance casts further doubt on referral fees
FASEA’s response to industry consultation – quietly released on December 20 – still leaves advisers wondering whether incentives to provide business referrals are banned or not.
January 07, 2020
The ‘vibe’ clients want from advice in 2020
Business Health's Terry Bell relates market disruption in advice to 'the vibe' highlighted by bumbling lawyer Dennis Denuto in the cult 1997 Aussie film, The Castle.
January 06, 2020
10 epic charts that define advice in 2019
From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, CoreData's Simon Hoyle paints a picture of 2019 in ten simple charts.
December 18, 2019
Code ‘anxiety’ undermining professional status: Sanders
If the voices of all stakeholders - clients included - don't come together in a public conversation, the professionalisation of the advice industry will continue to be derailed, Deloitte partner and former FASEA CEO Deen Sanders, has explained.
December 18, 2019
