Advisers adamant it will be BAU amid potential recession
Advisers agree that recession-proofing is required in the event of economic challenges ahead, but it will still be business as usual.
Source: professionalplanner.com.au
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Adviser Innovation Summit 2023 to future-proof advice
The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage
Source: investordaily.com.au
'It shouldn't be growth at any cost': The balancing act of staff management
The balancing act between keeping staff happy and pursuing business growth means advice practices have to make pragmatic decisions around how to develop and maintain culture.
Source: professionalplanner.com.au
ATO throws troubled wealth sector a tax lifeline
The Australian Tax Office says it will update its nearly 30-year-old guidance on income tax deductions for financial advice fees.
Source: afr.com