ACCOUNTANTS LICENSING

Financial planning

Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...

image
Accounting

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

image
Financial planning

Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...

image
Accounting

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

image
Editorial

There has been much said and written about the new accountants licensing regime, but specialist financial services lawyer, Ian McDermott suggests it may not actually be f...

image
Accounting

The latest industry partnership is aiming to better technology and advice solutions for accountants....

image
Policy & Regulation

CPA Australia Advice has set out the pricing around its accoutants licensing offer with the caveat that it all depends on ASIC granting an AFSL....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 days 7 hours ago

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

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day 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 3 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 ...

2 days 5 hours ago

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

1 day 8 hours ago