Archives June 2021

Weekend Reading for Financial Planners (June 26-27)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the big media buzz around how Peter Thiel managed to built a whopping $5 billion Roth IRA by ‘stuffing’ it full of pre-IPO shares of his companies and early stage startup investments (first PayPal, then …

Better Advice Bill creates individual registration in 2023

The Financial Planning Association of Australia (FPA) has welcomed the Government supporting an individual personal registration system for financial planners, as part of the Government’s Financial Sector Reform – Better Advice Bill 2021 – which was introduced in Parliament today, to improve the accountability and transparency of the financial services sector.

“The Single Disciplinary Body …

Weekend Reading for Financial Planners (June 19-20)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the big industry news that now Goldman Sachs has officially thrown its hat into the RIA custody ring as well, announcing a significant new relationship with mega-RIA Stewardship Partners, and positioning itself to compete especially for the ongoing …