Access at heart of fixing broken advice model


The contemporary model for advice accessibility was “broken”, meaning financial planners must look for new opportunities to reach the broader pool of unadvised Australians, according to fintech start-up N.. Read More

Succession planning: ignorance is not bliss


You’ve seen it all before. Clients who need drastic action, right here, right now. Clients who have been living blissfully beyond their means. Clients who think long term is next week. Living life blissfu.. Read More

Perpetual’s Fordham extends up east-coast


Business advisory and accounting provider Fordham has initiated its expansion to Sydney in response to improved market demand. The group, which had primarily operated in Melbourne since its acquisition by Perpe.. Read More

More robust accounting presence no accident


The significant elevation in accounting staff numbers at Findex Group following its acquisition of Crowe Horwath at the end of 2015 was a deliberate strategy, Findex chief executive Spiro Paule said yesterday. H.. Read More

Adviser uptake forecast to spike in SME sector


Three in 10 small to medium-size enterprises (SME) that do not use a financial adviser have said they intend to engage one in the next 12 months, according to research from Bibby Financial Services. Findings fro.. Read More

Catalyst urges deeper compliance engagement


Stricter guidelines on adviser education had been a major talking point in the industry but not enough attention was being given to the compliance functions and capabilities within dealer groups, Catalyst Compliance .. Read More

EUs are no soft option: CBA


The exercise of working through an enforceable undertaking (EU) was no slap on the wrist, as it had significant ramifications even for the largest of regulated entities. During a panel session on litigation at t.. Read More

Loan books strongly sought after


Over the last 12 months, the movement of loan books between buyers and sellers had spiked, leading to record-high prices, according to broker firm Radar Results. In the group’s latest six monthly price gu.. Read More

Industry stalwarts join Findex


Financial services and accounting business Findex Group has added two senior industry figures to its investment committee, which independently mandates the group’s approved investment products. Former MLC .. Read More

Structural triggers prompt M&A upturn


Widespread structural change across the financial advice industry has triggered the recent surge in mergers and acquisitions (M&A) among mid-tier accounting, financial advice and funds management firms according .. Read More

Young professionals hesitate to take the reins


Generation X and Y accountants were hesitant to head up firms in the face of succession or partnership opportunities, so threatening traditional accounting business models, according to Connect Financial Service Brok.. Read More

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