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Financial planning
The AFA has received an influx of enrolments for its recently-rebuilt education course, which it says shows an acceptance from advisers that standards have been raised. ...
Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
Financial planning
Planners are pre-empting formal changes to education standards from regulators and licensees with enrolments in courses at their highest figures for the start of a new ca...
Accounting
Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....
Financial planning
Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....
Financial planning
A government department, major bank and agribusiness scheme promoter have challenged the narrative that financial planners were complicit in the collapse of the forestry ...
Superannuation
New survey reveals that super fund CEOs need to accept responsibility for the actions of their officers and executives....
Life/Risk
A South African listed property fund is continuing its push into the Australian market, with the purchase of its first property in Victoria....
Financial planning
MDS Financial signals further acquisitions after completing its transaction with Sequoia Financial to gain a solid foothold in the SMSF sector....
Financial planning
The FPA’s 11th hour FPEC “gift” rewarded in Parliamentry Committee’s final report....
Life/Risk
Centrepoint Alliance has signed deals with two major banks to boost the finance facility for its insurance premium funding business claiming it can offer better terms und...
Financial planning
Total Financial Solutions has signed an agreement with Ibbotson Associates to act as investment manager for its separately managed accounts and to provide investment cons...
Financial planning
Platform provider OneVue has signed a memorandum of understanding with computer hardware and software provider Oracle to develop an end-to-end fund services offering pitc...
Editorial
In the fifth in a series on equity investing, Hugh Young discusses how investors can lose their way with over-ambition. ...
Financial planning
Hastings Funds Management continues its infrastructure debt push via key Japanese link. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...