FPA

Financial planning

Alienation of personal services income is a bomb ticking beneath the financial planning industry. ...

Financial planning

Cold calling is finding a new lease of life as offshore groups seek investors to part with their cash. Yet many of these are either not licensed to operate or even on the...

Financial planning

Financial planners need to look at their business as an asset instead of just a business if they want to maximise their take out, according to Shirlaws managing director,...

Policy & Regulation

The Institute of Chartered Accountants (ICAA) has joined the chorus of criticism of the Alienation of Personal Services Income (APSI) legislation....

Superannuation

The Financial Planning Association (FPA) is pushing once again for a major review of Australia’s retirement income regime to be included in this year’s budget....

Financial planning

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

Funds management

When planners generally talk about their own niche markets, they often refer to some people at some point in their life stage, like retirees or high net worth executives....

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Financial planning

New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....

Financial planning

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

Financial planning

The proposed disclosure requirement for commission paid on risk products contained in the Financial Services Reform Bill has reignited the debate on commission disclosure...

Financial planning

Financial Planning Association (FPA) members will provide one free interview to victims of defaulting solicitors’ mortgage schemes....

Financial planning

The National Australia Bank has paid $115 million for Deutsche Financial Planning and its non-discretionary master trust business Deutsche Funds Management....

Superannuation

While the announcement of rate cuts yesterday by the Reserve Bank of Australia was good news for home-owners, the Financial Planning Association (FPA) believes it is bad ...

Financial planning

America’s recently formed Financial Planning Association has had a turbulent year in membership numbers, with those leaving almost matching those joining....

Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

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MARKET INSIGHTS

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

1 day ago

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

5 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 3 days 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 5 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 ...

4 days 5 hours ago

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

3 days 8 hours ago