Push to simplify financial statements is a bonus for businesses

From

The global push to simplify financial statements is gathering momentum, and those preparing accounts should take the opportunity to conduct their own “decluttering” process, says Crowe Horwath’s Audit Technical Director... Read more continue reading

Financial advisers’ problem? Offering to do too much

From

Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning. We need... Read more continue reading

SuiteBox wins global KPMG Fintech Innovation Challenge

From

Auckland and Sydney-based technology company SuiteBox has won global recognition by taking out the Mobile Category in the KPMG Fintech Innovation Challenge, organised by Matchi. The global challenge aims to... Read more continue reading

The 9 building blocks of a business which will stand the test of time

From

Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them.... Read more continue reading

Advice industry won’t be alone in dealing with change in 2016 and beyond

From

As another year comes to an end, Connect Financial Service Brokers (Connect) CEO Paul Tynan strongly recommends advisers to quickly forget about the ‘good old days’, FoFA and the Life... Read more continue reading

ASIC finds professional indemnity insurance for financial advisers stable and available but gaps exist

From

The market for professional indemnity (PI) insurance in Australia for financial advisers is stable and generally available, but gaps exist between what ASIC expects and some of the insurance products... Read more continue reading

AMP Capital an early adopter of new compliance standards

From

AMP Capital has transitioned the first of its retail products to the new regulatory  regime under the Financial Markets Conduct Act 2013 (FMC Act) a year ahead of  the required... Read more continue reading

Single person advice practices are still viable and rewarding post FoFA – but new thinking is required

From

The era of the single person advice practice is far from over and can still provide immense personal and commercial benefits and opportunities for professional financial practitioners in the post... Read more continue reading

Less than 1% of accounting firms will have a limited AFSL between 2016 and 2019

From

There are 25 business days left before Christmas and only 40 before 1st March when ASIC has said they are closing their books on clean licence applications. ASIC has revealed... Read more continue reading

2015 Financial Literacy Awards: tackling financial abuse a key focus

From

Initiatives to combat the financial abuse of women are among the winners of this year’s Financial Literacy Awards, announced at a dinner last night. According to research by Good Shepherd Microfinance,... Read more continue reading