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Showing 1011 - 1020 of 2303 results for "Financial Planner"

FPA outlines concerns on TASA submission to Treasury

LAURA MILLAN  |  MONDAY, 22 JUL 2013
More clarification over the definition of 'tax advice' and requirements for training is needed in the amendments to the Tax Agent Services Act (TASA) 2009 the Financial Planning Association (FPA ) said in a submission to Treasury. FPA argued that "there ...

Submissions open to FPA Best Practice Awards

LAURA MILLAN  |  MONDAY, 22 JUL 2013
The Financial Planning Association (FPA) has opened submissions to the Best Practice Awards and the FPA Honorary Awards. The Best Practice Awards recognise financial planners who adhere to the FPA Code of Professional Practice, which holds members to ...

FPA granting consumers inside access to funds management industry

MARK SMITH  |  FRIDAY, 19 JUL 2013
... planners from around Sydney, but also members of the broader public to attend and to come and see how their financial planner fits within a very large industry community." The FPA Professional Congress will be held at the Sydney Convention on October ...

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Planner satisfaction with platforms reached the highest level recorded in an annual Investment Trends' study's ten-year history, surpassing the high that was achieved in 2012. The study is based on a survey of 1,141 financial planners and concluded ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
The financial planning software market is looking more and more like a one-horse race, according to research by Investment Trends. In its May 2013 Planner Technology Report, Investment Trends found that IRESS's platform XPLAN has increased its market ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Technology provider Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups ...

Morphic receives Lonsec approval

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
The Morphic Global Opportunities Fund (MGOF) has been awarded an 'Investment Grade' rating from Lonsec. Launched 10 months ago by two former Hunter Hall investment managers, Jack Lowsenstein and Chad Slater, the fund now has $30 million under management ...

ASIC proposes stricter training requirements for advisers

LAURA MILLAN  |  MONDAY, 24 JUN 2013
The Australian Securities and Investments Commission (ASIC) has proposed an increase in the knowledge and skill requirements for financial planners. The regulator has released a consultation paper on training standards for planners who provide financial ...

Parliament passes TASA bill

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
The Parliament has voted and passed the amendments to the tax agents under the Tax Agent Services Act (TASA) bill that will extend the exemption for financial planners to become registered tax agents. The current exemption will be extended to June 30 ...

ASIC to face parliamentary inquiry over CBA

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
... investigation by Fairfax Media that revealed that it took 16 months for ASIC to act in the case involving Commonwealth Financial Planner Don Nguyen. "People had gone to the regulator with evidence of forged documents, but while it dithered, Nguyen went ...