Accountant-planner JVs will increase - but basic fundamentals are neededBY JOSE ALGUERA LARA | SUNDAY, 14 AUG 2022 11:26AM The days of loose accountant-financial planner alliances are over and joint ventures focused on delivering value-add services are the future.
 Who owns the clients in an advice business?One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...  Six things to watch this reporting seasonWith the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...  What exactly happened with GameStopAt the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever.  Class action settlements may be available to advisers' clientsFor financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...  Compliance or priorities?I love Monty Python humour. Remember the crucifixion or freedom skit from Life of Brian? Michael Palin playing the whimsical centurion questioning a line-up ...  The EM small mid cap opportunityIn an era where stock returns have been dominated by US and Chinese technology mega-caps, few areas could be further from the limelight than small and ...  The rise and fall of multiple advice regulatorsWhat does the Government's announcement this week, to create a single, central disciplinary body for financial advisers mean for advisers?  New year, same problemsAs we head towards the end of the year I am struck by how difficult it is to sum up 2020. No words seem adequate.  A modern approach to adviceDemand for financial advice is high. With Adviser Ratings recently saying it had seen a three-fold increase in the number of people who had made contact ...  Retirees let down by lack of protectionFew investment metaphors are as misleading as the retirement "nest egg". Too many retirees believe their savings are fragile and to be preserved at all ... |
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Cover Story
A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
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