by Shared by Money Management | Feb 9, 2016 | News
Beaton Consulting partner, Dr George Beaton, said clients who opted to cross-buy across multiple service lines in a firm showed higher levels of satisfaction.Read the full story at Money Management.
by Shared by Money Management | Jan 13, 2016 | News
The December 2015 Accounting Market Pulse Report found 44 per cent of the 36 accounting firms surveyed would focus on wealth management and financial planning in Wave 1 of the 2016 financial year, up from 25 per cent in Wave 2 of the 2015 financial year.Read the full...
by Shared by Money Management | Jan 12, 2016 | News
Mergers and acquisitions consultant, and Radar Results principal, John Birt, believes the limited licensing option for accountants, will not work.Read the full story at Money Management.
by Shared by Money Management | Jan 8, 2016 | News
In an answer to a question on notice from Tasmanian Liberal Senator David Bushby, ASIC acknowledged receiving complaints about false and misleading advertising, including some involving Industry Super Australia’s (ISA’s) “compare the pair”...
by Shared by Money Management | Jan 7, 2016 | News
General manager, philanthropy, Tabitha Lovett, said advisers who had detailed discussions with clients about their philanthropic goals had a greater understanding of “what makes their clients tick”, hence fulfilling the ‘know your client’...
