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Financial Planning

Euroz, Hartleys to merge

JAMIE WILLIAMSON  |  FRIDAY, 19 JUN 2020
Euroz and Hartleys have made public plans to merge operations, creating a financial services powerhouse in Western Australia.

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
Financial professionals in the United States are optimistic about a market recovery, while pessimism is highest in the Asian region where professionals are forecasting double-digit losses, according to Natixis.

FASEA extension passes

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUN 2020
The extension to the FASEA education requirements has passed.

Senator remains firm on FASEA extension

ELIZABETH MCARTHUR  |  MONDAY, 15 JUN 2020
Senator Rex Patrick, whose amendment to Treasury Bill Number 3 meant that the FASEA extensions hit a snag, is not backing down.

FPA accuses ASIC of price gouging

ELIZA BAVIN  |  MONDAY, 15 JUN 2020
The Financial Planning Association of Australia has hit back at the corporate regulator accusing it of price gouging after increasing the industry funding levy for financial advisers by 38%.

ASIC ends relief for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUN 2020
ASIC has announced an end date or the COVID-19 regulatory relief for financial advisers.

FASEA extension hits snag

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUN 2020
The extensions that will allow financial advisers an extra year to complete the FASEA exam and two years to complete the FASEA education requirements was returned to the House of Representatives after an amendment was sought.

Sam Henderson in court over phantom degree

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
Sam Henderson's claims he had a Master of Commerce to prospective clients has seen him charged with dishonesty offences, with ASIC referring the case to the public prosecutor.

Confusion over RG 146 requirements

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUN 2020
The Stockbrokers and Financial Advisers Association (SAFAA) has sought clarity from ASIC on what continuous professional development (CPD) financial advisers are still required to do.

ASIC mainly concerned with media releases: Lawyer

ELIZABETH MCARTHUR  |  TUESDAY, 9 JUN 2020
Hamilton Blackstone Lawyers managing director Cristean Yazbeck has argued that ASIC is mainly concerned with its own reputation and the media releases it can put out in relation to action on financial advisers.