Latest Financial Planning & Services News from Money Management

Guides

28 February

Financial planning

How the cost of an SOA rose 10% inside 12 months

Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory

28 February

Financial planning

AMP University Challenge opens

AMP is looking to promote the benefits of financial advice and drive professionalism in the industry through a new

Providers of ETFs and smart beta strategies should better disclose the estimated level of transaction costs generated by their strategies, according to EDHEC-Risk Institute’s study.

27 February

Financial planning

ClearView aims for flat fee advice approach

Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer

27 February

Financial planning

AMP and big four see 52% increase in enforcement investigations

The Australian Securities and Investments Commission had staff on-site at the major banks and AMP for 216 days

Is vertical integration the real problem?

27 February

Financial planning

Advisers still better off than mortgage brokers from RC

AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for

Federal Treasurer, Scott Morrison has cited cracking down on ‘dodgy advice’ in his broader justification for cracking down on the big banks.

26 February

Financial planning

Intra-fund advice has created advice unfairness

A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra

25 February

Financial planning

Is pursuit of a CSLR just a cover-up for Govt’s PI failure?

The Financial Planning Association has questioned the need for a Compensation Scheme of Last Resort when the

25 February

Financial planning

OneVue aims to keep Madison FUA

The Information Memorandum around OneVue’s sale of Madison has been issued with the company making clear its

A new survey showed superannuation funds in Australia have an appetite for digital advice but more work to do when it comes to its adoption.

25 February

Financial planning

Piecemeal advice key to better outcomes

Limited advice documents can help create engagement from clients and better understanding for advisers rather than

24 February

Financial planning

Doubts raised about validity of FASEA code and exam

A Queensland academic has raised serious doubts about the legal underpinnings of the Financial Adviser Standards

The SMSF sector has too often left it to government and others to define professionalism but it is time to take control, according to the SMSF Association chief.

24 February

Financial planning

TPB consultation paper could lead to 40+ hrs adviser CPE

The Tax Practitioners Board latest consultation paper could result in greater training requirements for advisers.

The Victorian Supreme Court has prevented a law firm from proceeding with a proposed class action against IOOF in relation to allegations that it breached its obligations or engaged in misconduct.

21 February

Financial planning

Sep24

Future of Wealth Management Conference 2020

Bozo

So to earn the bonuses you focus on numbers meaning looking after people with simple needs and...

Intra-fund advice has created advice unfairness14 hours 14 min ago

Wilddog

Appear poor! Outright disgusting! Just saying in my experience in both retail and not for...

Intra-fund advice has created advice unfairness15 hours 38 min ago

Wilddog

Sounds like Joey Joe better stock up on non-perishable goods as the rivers of gold are drying up...

Intra-fund advice has created advice unfairness15 hours 45 min ago

Financial planning

Guides

How the cost of an SOA rose 10% inside 12 months

AMP University Challenge opens

ClearView aims for flat fee advice approach

AMP and big four see 52% increase in enforcement investigations

Advisers still better off than mortgage brokers from RC

Intra-fund advice has created advice unfairness

Is pursuit of a CSLR just a cover-up for Govt’s PI failure?

OneVue aims to keep Madison FUA

Piecemeal advice key to better outcomes

Doubts raised about validity of FASEA code and exam

TPB consultation paper could lead to 40+ hrs adviser CPE

Is the FASEA code in no man’s land?

Bozo

Wilddog

Wilddog

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