FINANCIAL PLANNING SERVICES
Accounting
The Accounting Professional and Ethical Standards Board (APESB) has indicated the APES 230 standards will not force planners to move clients out of insurance contracts th...
Accounting
IPA rejects imposition of APES 230 and flags the development of a more workable alternative standard....
Accounting
The Accounting Professional and Ethical Standards Board has committed to the introduction of the controversial APES 230 effective from 1 July, next year, and subject to t...
Financial planning
AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....
Accounting
The introduction of the APES 230 ethical standards for accountants will not affect WHK's business model, according to the dealer group's chief risk officer Craig Lake....
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
Editorial
Amid the furore over a document purporting to be an agreement between the Financial Planning Association and the Industry Super Network, Money Management's Mike Taylor pu...
Financial planning
The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...
Editorial
Countplus has reported a consolidated net profit after tax of $6.93 million for the half year to 31 December, down 10.7 per cent on the prior corresponding period....
Financial planning
Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....
Superannuation
Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....
Financial planning
A Port Pirie financial adviser has appeared in court on one charge of deception and 27 charges of dishonest dealings with documents, brought by the Australian Securities ...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
ASIC has made its first move towards licensing consumer credit businesses as part of the transition to new national consumer credit laws, with over 500 financial planning...
Financial planning
The Financial Planning Association (FPA) chief executive, Mark Rantall, has pointed to the fact that many industry fund planners are members of the FPA....
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MARKET INSIGHTS
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...