financial planning advice

Financial planning

Former adviser to medicos permanently banned for dishonest conduct

ASIC permanently bans adviser after finding he disbursed client funds to parties related to the adviser....

Accounting

Accountants need to consider advice options around SMSFs

Accountants considering advice on SMSFs after July 2016 need to consider their business future ahead of licensing concerns ...

Financial planning

ANZ to offer advice at street level

ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....

Funds management

AWI provides first seed funding to online ETF provider

Australasian Wealth Investments’ subsidiary invests $250,000 into online investment advice and managed funds supplier...

Financial planning

Education that will shape financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Superannuation

SPAA numbers boosted with Count partnership deal

SPAA membership will be boosted after partnering with Count Financial to provide subsidised services to advisers....

Financial planning

Convergence of planning and accountancy unlikely

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

Superannuation

Gen Y disconnected from super and advice

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

Financial planning

Planning needs further culture change

Greg Medcraft says financial planning needs to undergo further cultural change, as the sector remains one of the riskiest regulated by ASIC. ...

Financial planning

FOFA not a concern for consumers

Planners should be articulating the value of advice instead of debating finer points of legislation. ...

Financial planning

Accountants throw weight behind tax deductability of advice

The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....

Financial planning

Out-of-date financial services model moving backwards

FOFA amendments attempt to shore up old model that will be undercut by online services. ...

Financial planning

Bendigo Bank looks to build out SMSF advice

SMSF push results in purchase of Victorian practice....

Editorial

Harnessing people power

Olivia Maragna has won the inaugural Money Management/Super Review Women in Finance Services Awards' Financial Planner of the Year Award. ...

Editorial

Does ASIC have the power and resources it needs?

'Does ASIC have the power and the resources to fulfil its task as corporate watchdog?' is the question the Australian Senate is asking as part of its review of the regula...