Unpacking the integrated advice, accountancy business model; SOAs flagged by FSCP for second time in a month

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14 Mar 2024

Latest News Financial Planning Unpacking the integrated advice, accountancy business model Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share with Money Management. Read More Financial Planning SOAs flagged by FSCP for second time in a month The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. Read More Promoted Content Financial Services Industry not delivering to the public The financial services industry awaits in limbo the final legislation arising from the QAR recommendations. Financial Planning Morningstar to expand to superannuation ratings Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers. Read More Financial Planning Intelligent Planning welcomes NSW firm Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. Read More Funds Management Platinum sticking to its guns on investment philosophy amid turnaround Platinum has acknowledged its returns have not met expectations of clients or advisers, but says its investment philosophy will remain unchanged in the face of the firm's turnaround strategy. Read More Financial Planning Viridian unveils literacy program to improve female finances Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap. Read More Expert Analysis Expert Analysis The value of active management in an uncertain world Active and passive investment strategies have been battling for investors' attention for many years but the tough conditions in markets currently make a strong case for active taking up a greater share of portfolios, writes Louise Watson. Read More

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