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FINANCIAL PLANNING SERVICES

Financial planning

Listed back office investment services provider, MDS Financial Group, will purchase boutique financial planning group Sequoia Wealth Group (SWG) and rebrand all its entit...

Financial planning

The planning arm of a public service super fund will offer its advice services to other funds looking to provide advice to members....

Superannuation

Superannuation fund claims vertical integration is stifling competition and the Government’s changes to FOFA have not helped....

Financial planning

New online advice platform offers full financial plans for as little as $199....

Financial planning

MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...

Superannuation

Some financial planners are already drawing their advice fee from their clients’ super accounts. ...

Policy & Regulation

The FPA has called for the Government to allow alternative methods of paying for advice, in order to increase access to financial planning services....

Editorial

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...

Editorial

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Accounting

APESB deputy chairman reminds all accounting bodies of the expectation they will adopt and implement APESB standards....

Financial planning

FPA links to industry fund on referrals to FPA Professional Practices....

Financial planning

The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...

Superannuation

A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...

People & Products

Financial Planning Services Australia (FPSA), part of the netwealth Advice group, has appointed Peter Boston as national advice manager, the final addition to its new exe...

Editorial

Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 days 11 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 3 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

5 days 7 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 5 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 4 days ago