FINANCIAL PLANNING
Financial planning
The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...
Financial planning
Super funds warned to more closely monitor intrafund advice outsourced to planning firms....
Funds management
Investors cautioned against using ETFs to gain exposure to emerging markets....
People & Products
Former Commonwealth Financial Planning executive manager, Nathan Stanton, will head up Western Pacific Financial Group - a dealer group owned by SFG Australia....
Financial planning
FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Policy & Regulation
AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....
Superannuation
The mortgage broking industry appears to have created a more aggressive push into the ever-expanding SMSF segment. ...
Superannuation
BGL Corporate Solutions enters into partnership with RP Data to offer automated property data to SMSFs....
Editorial
Take-over target, Trust Company, has booked a solid profit and points to promising outlook. ...
Financial planning
With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....
Financial planning
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
People & Products
Fabio Ferro joins Wealth Enhancers as portfolio manager....
Financial planning
The FPA argues that transitional issues and other factors justify delaying implementation of the Tax Agent Services Act until post-election. ...
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Financial planning
A Melbourne adviser who placed close to $700,000 of client money in a failed investment scheme is charged with inappropriate advice....
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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...