POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING SERVICES
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Accounting
The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...
Financial planning
New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...
Funds management
Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....
Editorial
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
Accounting
The APESB has agreed on the amended version of the controversial APES230 standard. ...
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
Financial planning
Wealth management group netwealth has formed a new national advice group, appointing Simon Micallef to head up the new unit....
Editorial
Countplus remains fixed on growth despite a first-half profit decline...
People & Products
Dealer group Financial Planning Services Australia (FPSA) has announced a restructure of its executive team ahead of plans to grow its advice and distribution proposition...
Financial planning
Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...
Financial planning
Former South Australian financial planner Trevor Wayne Carll has been sentenced to two years in prison with a 13-month non-parole period....
Editorial
The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....
Editorial
The Accounting Professional and Ethical Standards Board (APESB) has placed itself in a dangerous place by opting to proceed with the implementation of APES 230 without th...
Accounting
Members could inflict pain on accounting groups which seek to promulgate APES 230....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....