Latest Financial Planning & Services News from Money Management

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Accountants will have to put aside their views on client confidentiality to report illegality under new rules imposed by the Accounting Professional and Ethical Standards Board.

11 February

Financial planning

FASEA releases final code arrangements

The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the

11 February

Financial planning

Accountants want to be re-enabled to give advice

The Institute of Public Accountants has made a direct call for accountants to be re-enabled to have ‘broader and

Paraplanners more academic than planners

11 February

Financial planning

Academics back advice profession over occupation

University academics are arguing that financial planning needs to be regarded as a profession rather than an

The Fair Work Commission president, Justice Iain Ross, has used a submission to the Productivity Commission to point to three years of stone-walling by the Government on a review of default funds.

8 February

Financial planning

Planners urge ASIC to review asset-based fees

The Independent Advisers Association of Australia has urged the Australian Securities and Investments Commission

The National Australia Bank (NAB) has told a Senate Committee that it will not oppose the Life Insurance Code of Practice becoming registered with the Australian Securities and Investments Commission (ASIC) and therefore legally enforceable. However NAB c

8 February

Financial planning

NAB signals delayed MLC exit

National Australia Bank may have confirmed the exit of its chief executive and chairman but it has acknowledged it

Inappropriate advice was the most common issues in investment and advice disputes received by FOS.

8 February

Financial planning

AFA says RC hit the wrong targets

The Association of Financial Advisers has claimed the Royal Commission failed to hit what it was aiming at and,

8 February

Financial planning

Gov announces financial counselling review

Building on comments from Royal Commissioner Kenneth Hayne on the importance of financial counselling financing,

Australians have lost trust in the banks’ ability to balance the interests of customers and shareholders, according to the ABA.

8 February

Financial planning

End to grandfathering has tipped the balance

An end to grandfathered commissions in 2021 has proved the final straw for many financial planners who were still

7 February

Financial planning

NAB foreshadows leadership changes

Fallout from the Royal Commission may have claimed another major scalp, with the banking group entering a trading

7 February

Financial planning

FPA urges Govt financial support for advisers pursuing degrees

The Financial Planning Association has urged the Government to give financial planners access to the Commonwealth

A new ASX study with Deloitte Access Economics has confirmed it’s all about control for those who shun financial advice.

7 February

Financial planning

Will an end to grandfathering accelerate planner exits?

Has the Government’s decision to end grandfathering in 2021 altered your intentions with respect to remaining in

7 February

Financial planning

Sep12

Future of Wealth Management 2019 - Advice

Wondering

Fairness? Really Mr Shipton? How is the free QANTAS Lounge? Where is the 2018 ASIC gift...

ASIC chair issues industry ‘fairness challenge’9 hours 50 min ago

Brett H

There's not. Lots of study ahead to get prepared unfortunately.

FPA and AFA make extending FASEA exam timetable a priority9 hours 50 min ago

Ed

What happens if you are a risk specialist and have been for the last 15 years. I am not across...

FPA and AFA make extending FASEA exam timetable a priority9 hours 58 min ago

Financial planning

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FASEA releases final code arrangements

Accountants want to be re-enabled to give advice

Academics back advice profession over occupation

Planners urge ASIC to review asset-based fees

NAB signals delayed MLC exit

AFA says RC hit the wrong targets

Gov announces financial counselling review

End to grandfathering has tipped the balance

NAB foreshadows leadership changes

FPA urges Govt financial support for advisers pursuing degrees

Will an end to grandfathering accelerate planner exits?

Fiducian signals business as normal post-RC

Has the financial services industry failed retirees?

How do we plan for an uncertain future?

Why direct ownership makes sense for your clients

Go Global with Legg Mason

Capped brokerage - a cost effective pricing model?

Wondering

Brett H

Ed

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Wondering

Brett H

Ed