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Financial Planning

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space.

Adviser Ratings provides planner endorsements

ALEX BURKE  |  THURSDAY, 16 JUL 2015
Consumer-driven adviser review website Adviser Ratings has added the ability for advisers to endorse each other on the platform.

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
Advisers should master digital communications channels before they lose business to other industries, according to Association of Financial Advisers chief executive Brad Fox.

Chartered accountants' response 'clumsy'

AAP  |  WEDNESDAY, 15 JUL 2015
The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard.

ASIC bans auditor and adviser

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
ASIC has permanently banned an insurance adviser and disqualified an SMSF auditor.

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
The Association of Financial Advisers (AFA) has called for submissions for its Adviser and Practice of the Year awards before the July 17 deadline.

SMSFs gear up for advice

DARREN SNYDER  |  MONDAY, 13 JUL 2015
SMSF trustees are moving from a "do-it-myself" culture to a "help me do it" approach.

Shaw and Partners on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
Shaw and Partners has made two senior appointments shortly after rebranding and becoming a holistic wealth management firm.

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
Financial planner input has become essential for a third of super fund members who want to change funds, the latest Roy Morgan research revealed.

TAL to invest $150 million in adviser support

ALEX BURKE  |  THURSDAY, 9 JUL 2015
As part of the insurer's "commitment to advisers," TAL will invest $150 million in adviser support services.