TAX ADVISERS

Financial planning

The Tax Practitioners Board has sought to lighten the load for tax advisers and others by lifting the continuing professional education 25% reading cap for six months. ...

image
Financial planning

The Tax Practitioners Board needs to explicitly acknowledge the sufficiency of the Financial Adviser Standards and Ethics Authority CPD regime, according to the FPA....

image
Policy & Regulation

Mortgage brokers themselves rather than credit licensees should be made to honour a best interest duty to clients, according to the Financial Planning Association....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days ago

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

1 month 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. ...

1 week 3 days 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. ...

5 days 16 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...

4 days 20 hours ago