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FINANCIAL PLANNERS
Superannuation
SMSF trustees placed the most trust in accountants ahead of financial advisers, but financial advisers remained the most used advice source by SMSFs despite usage levels ...
Policy & Regulation
Spread betting may have the characteristics of a derivative, but the Australian Securities and Investment Commission has taken a punt on spread bets not being financial p...
Financial planning
Only a fifth of Australian workers with no financial plan or professional advice reported feeling financially fit, yet 60 per cent have never used a planner. ...
Policy & Regulation
A Parliamentary Committee is recommending tough action by ASIC in naming miscreant licensees and planners and requiring contact with affected clients....
Financial planning
The Financial Planning Association has announced the winners from the 2016 FPA Awards....
Financial planning
Adviser Ratings has signed a referral deal with Small Business First to provide small businesses access to financial planners who would accept referrals from them. ...
Life/Risk
The life insurance industry is missing out on an opportunity by just having half a dozen providers on APLs without basis, according to a panel....
Top 100
For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...
Financial planning
The ATO has issued a warning that planners and accountants could face penalties including prosecution if they were found to have promoted retirement planning schemes....
Financial planning
A new Money Management survey has revealed that more than half of financial planners don’t believe they are getting value for money from their dealer group and are lookin...
Accounting
The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....
Awards
Congratulations to Wealthwise senior financial planner, Joseph Hoe, on winning the Financial Planner of the Year award at the 2016 Fund Manager of the Year awards....
Financial planning
Negative media coverage of financial planners hurt consumers as much as it tarnished the industry’s reputation as it stopped them seeking advice, a planner said....
Financial planning
Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to ...
Accounting
Planners working for accounting practices earn more than accountants, the Money Management Salary Survey reveals....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...