Kate Cowling

Kate Cowling

News by this author

4 December 2013

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

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4 December 2013

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

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22 November 2013

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

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21 November 2013

Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...

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12 November 2013

South Australian financial services firm Hood Sweeney has merged with boutique accounting business Shearer + Elliss, cementing its place as one of the biggest accounting ...

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6 November 2013

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...

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29 October 2013

ASIC’s investigation of the Commonwealth Financial Planning (CommFP) scandal lacked the resources and scope to properly compensate all affected clients, a law firm believ...

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24 October 2013

ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...

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20 October 2013

Financial literacy training should be embedded in the high school curriculum, a review has concluded. ...

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13 October 2013

A record number of women competed for professional recognition and a cash prize in AMP’s annual University Challenge. ...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

11 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 16 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 14 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 17 hours ago