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

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.

The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month.

The financial services industry awaits in limbo the final legislation arising from the QAR recommendations.

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.

Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron.

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.

Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap.

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.