Latest Financial Planning & Services News from Money Management

Guides

Robo-advice providers in the US were introducing the human element into their automated models, indicating the advice industry was not ready for fully automated services.

22 January

Financial planning

Renaming ‘general advice’ crucial to digital offerings: FPA

Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how

22 January

Financial planning

Price not the only factor when picking licensee

As more advisers looking for new licensees as a result of consolidation and aligned institutions shedding advice

Licensees providing holistic advice will be hit harder than those focused on general and wholesale advice under the Government’s new industry funding proposals for the Australian Securities and Investments Commission.

22 January

Financial planning

Client trust at core of successful advice relationships

Two very different surveys have confirmed that trust sits at the heart of good relationships between advisers and

21 January

Financial planning

Advisers view on gearing improves despite subdued market outlook

Research from Investment Trends shows more financial planners and stockbrokers are looking at gearing to invest as

21 January

Financial planning

HUB24 posts net inflows of $2.5bn

HUB24 has posted record first half net inflows of $2.5 billion thanks to both new and existing adviser

21 January

Financial planning

A third of life clients considering changing advisers

A third of advised life insurance clients are considering changing their advisers because of the cost, lack of

Online trading platform, nabtrade, has announced a partnership with Heffron SMSF Solutions for the development of a new administration service.

21 January

Financial planning

Choice of fund will only work with good advice

A major accounting body has warned the Federal Government that its policy to change default superannuation and

GlobalData has called on wealth managers to establish stronger succession frameworks for the wealth of millionaires.

20 January

Financial planning

Australians deserve fairer share – Oxfam

As wages stagnate, Australia’s 1% has more than double the wealth of the bottom 50%, controlling 22.2% of the

20 January

Financial planning

Wealth management jobs in highest demand

A third of wealth management organisations expect to hire more employees this year, according to research.

17 January

Financial planning

Westpac appoints AUSTRAC panel member amid paedophilia charges

The bank has appointed Colin Carter to the review panel while a man has been charged for using Westpac’s transfer

16 January

Financial planning

FSC extends life code to bushfire victims

The Financial Services Council will treat bushfire victims making claims as vulnerable customers requiring

15 January

Financial planning

May21

Fund Manager of the Year Awards 2020

Sep24

Future of Wealth Management Conference 2020

Dan the man

On the basis of the comments above, no one would ever license with a centrepoint alliance...

Price not the only factor when picking licensee1 hour 24 min ago

Steve

Yes, obviously winding up an estate [the time frame of which is out of the hands of an adviser]...

Choice of fund will only work with good advice1 hour 43 min ago

Steve

If the Govt shut down medicare a lot of doctors & oncologists would go broke. Fact.

A third of life clients considering changing advisers1 hour 48 min ago

Financial planning

Guides

Renaming ‘general advice’ crucial to digital offerings: FPA

Price not the only factor when picking licensee

Client trust at core of successful advice relationships

Advisers view on gearing improves despite subdued market outlook

HUB24 posts net inflows of $2.5bn

A third of life clients considering changing advisers

Choice of fund will only work with good advice

Australians deserve fairer share – Oxfam

Wealth management jobs in highest demand

Westpac appoints AUSTRAC panel member amid paedophilia charges

FSC extends life code to bushfire victims

Financial advice the least of 20 bank class actions

Dan the man

Steve

Steve

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