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Showing 991 - 1000 of 2303 results for "Financial Planner"

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
Recent regulatory changes that allow accountants to provide financial advice under a limited licence are likely to increase the appetite for mergers and acquisitions between accounting and advice practices. "The accounting industry's foray into the ...

Could ASIC become the SMSF regulator?

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
The recent scrutiny that self-managed super funds (SMSFs) have found themselves under from the Australian Securities and Investments Commission (ASIC) could be a taste of things to come, according to lawyer Claire Wivell Plater, managing director of ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 9 SEP 2013
In the latest edition of Financial Standard we look at how hedge funds are reacting to the Australian Securities and Investments Commission's (ASIC's) proposed new portfolio holdings disclosure requirements We also take a closer look at reporting season ...

Advisers to justify platform choice under best interest

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
Financial planners will have to justify platform choice under the best interest duty provision within the Future of Financial Advice (FoFA) regulation. The Australian Securities and Investments Commission (ASIC) has raised the issue that platform operators ...

Advisers' "bickering" looks unprofessional

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
Advisers should try to be less emotional and stop "bickering" with each other if they want to look professional to their clients, a Financial Planning Association (FPA) board member said. FPA board member Peter O'Toole said that he wishes to see "an ...

Wickham Securities chairman banned for two years

LAURA MILLAN  |  WEDNESDAY, 4 SEP 2013
The chairman of the collapsed lender Wickham Securities has been banned from financial services for two years and seven months. The Australian Securities and Investment Commission (ASIC) has banned Bradley Thomas Sherwin after he declared himself bankrupt. ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

IFS to triple adviser numbers in 3 years

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... Industry Fund Services (IFS) which provides advice services to industry superannuation funds expects to triple its financial planner headcount in the next three years. IFS chief executive Bill Danaher told Financial Standard that advice is a key issue ...

Bowen and Cormann at odds over adviser enshrinement

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
The debate around the enshrinement of the term 'financial planner' has revealed division between Treasurer Chris Bowen and shadow Minister for Financial Services and Superannuation Mathias Cormann. "An important priority for a re-elected Rudd Labor ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
... local communities to give them a better tomorrow. When that's the belief system then you have to grow. Growing financial planner numbers across the country has been something we've been pursuing over my eight years at the helm. We can't shrink and still ...