FINANCIAL PLANNING

Financial planning

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

Financial planning

National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

Financial planning

Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Financial planning

Chartered Accountants will be able to continue using their CA designation even when they do not own their own practices, if proposed changes to the Institute of Chartered...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

20 hours 1 minute ago