ACCOUNTANTS LICENSING

Financial planning

Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...

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Accounting

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

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Financial planning

Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...

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Accounting

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

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Editorial

There has been much said and written about the new accountants licensing regime, but specialist financial services lawyer, Ian McDermott suggests it may not actually be f...

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Accounting

The latest industry partnership is aiming to better technology and advice solutions for accountants....

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Policy & Regulation

CPA Australia Advice has set out the pricing around its accoutants licensing offer with the caveat that it all depends on ASIC granting an AFSL....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago