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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. ...
MARKET INSIGHTS
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Podcast
Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...
He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...
A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...