The Royal Commission targeted grandfathered commissions for advisers, but there’s some nuance lost in the debate.
There may be a better way for the industry to make an “apples-to-apples” comparison of platform fees.
One of the key tenets of any financial planning business is how to deliver the best and most cost-effective advice service to its clients, which is why it’s crucial to be aware of new models aimed at assisting advisers in doing just that.
Jenny Josling, managing director of Orbis Investments (Australia), is a concert-level jazz pianist, an award-winning horse woman, and was also the driving force that led her firm to rethink its fee structure on a global scale. Vanessa explores Jenny’s leadership style and legacy and how she uses hard work to her advantage.
The success of independently owned dealer groups, stems from a belief in supporting advisers who want to put their clients’ interests first, writes FYG Planners managing director Peter Mancell.
Value is created by the purchaser not the seller, however, we can help our clients come up with the value perception by doing several things, says Licence to Bill director, Jenny Tse.
9Rok Consulting’s Kim Payne reveals which factors may impact the gross profit and operating profit margins of your business.
Kim Payne on the most important considerations for your pricing strategy post-FoFA.
Accountants who want to advise in SMSFs have a lot to think about when it comes to licensing and selecting the right partner for the journey ahead writes David Bannister.
Advisers who believe that commissions don’t influence which product they recommend will need to be able to back this up with the facts, writes Claire Wivell Plater
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