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...

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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....

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Superannuation

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

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Financial planning

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

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Financial planning

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

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Superannuation

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

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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....

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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 ...

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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...

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Accounting

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

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Financial planning

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

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Financial planning

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

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Superannuation

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

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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...

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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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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

15 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 9 hours ago
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 5 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 1 week 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