Kate Cowling

Kate Cowling

News by this author

4 December 2013

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

image
4 December 2013

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

image
22 November 2013

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

image
21 November 2013

Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...

image
12 November 2013

South Australian financial services firm Hood Sweeney has merged with boutique accounting business Shearer + Elliss, cementing its place as one of the biggest accounting ...

image
6 November 2013

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...

image
29 October 2013

ASIC’s investigation of the Commonwealth Financial Planning (CommFP) scandal lacked the resources and scope to properly compensate all affected clients, a law firm believ...

image
24 October 2013

ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...

image
20 October 2013

Financial literacy training should be embedded in the high school curriculum, a review has concluded. ...

image
13 October 2013

A record number of women competed for professional recognition and a cash prize in AMP’s annual University Challenge. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

10 hours 55 minutes ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

15 hours 45 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 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 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago