Kate Cowling

Kate Cowling

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The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...

South Australian financial services firm Hood Sweeney has merged with boutique accounting business Shearer + Elliss, cementing its place as one of the biggest accounting ...

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...

ASIC’s investigation of the Commonwealth Financial Planning (CommFP) scandal lacked the resources and scope to properly compensate all affected clients, a law firm believ...

ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...

Financial literacy training should be embedded in the high school curriculum, a review has concluded. ...

A record number of women competed for professional recognition and a cash prize in AMP’s annual University Challenge. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago