There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...
New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...
Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
The APESB has agreed on the amended version of the controversial APES230 standard. ...
Two bodies will soon regulate financial planners - a serious concern to the FPA....
Wealth management group netwealth has formed a new national advice group, appointing Simon Micallef to head up the new unit....
Countplus remains fixed on growth despite a first-half profit decline...
Dealer group Financial Planning Services Australia (FPSA) has announced a restructure of its executive team ahead of plans to grow its advice and distribution proposition...
Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...
Former South Australian financial planner Trevor Wayne Carll has been sentenced to two years in prison with a 13-month non-parole period....
The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....
The Accounting Professional and Ethical Standards Board (APESB) has placed itself in a dangerous place by opting to proceed with the implementation of APES 230 without th...
Members could inflict pain on accounting groups which seek to promulgate APES 230....
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...