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...

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Accounting

IPA rejects imposition of APES 230 and flags the development of a more workable alternative standard....

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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...

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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....

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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....

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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...

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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...

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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...

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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....

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Financial planning

Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....

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Superannuation

Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....

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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 ...

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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...

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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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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 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 2 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 ago

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

9 months 2 weeks ago