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FINANCIAL PLANNING
Financial planning
The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...
Editorial
Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...
Accounting
Accounting and wealth advisory firm Chan and Naylor has expanded its distribution network into South Australia with its third joint venture (JV) partnership of 2013....
Financial planning
The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....
Accounting
FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....
Financial planning
The FPA is calling for Tax Agent Services Act (TASA) amendments to be sent off to a committee and possibly deferred for another six to 12 months, following the tabling of...
Financial planning
AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....
Funds management
Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...
Financial planning
Financial planning software provider Midwinter has rewritten its planner offering and shifted it online, with users set to use a cloud-based application in place of deskt...
Financial planning
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Superannuation
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
Funds management
Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....
Financial planning
Financial advisers who focus on communication with clients benefit at the bottom line...
The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...
Policy & Regulation
Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....
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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....