FINANCIAL PLANNING

Financial planning

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

Financial planning

National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

I have been interested in some of the comments made by the press and by even some areas of the financial services industry about the quality of financial planners....

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

Financial planning

Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Financial planning

Macquarie University has developed a postgraduate diploma and masters degrees in financial services law....

Accounting

Accountants will emerge as a dominant player in the financial planning industry, according to high profile accountant Robert MC Brown....

Financial planning

Chartered Accountants will be able to continue using their CA designation even when they do not own their own practices, if proposed changes to the Institute of Chartered...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 9 hours ago