Latest Financial Planning & Services News from Money Management

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12 November

Financial planning

Systems, not planners to blame for fee for no service

Westpac chief executive, Brian Hartzer has acknowledged that it was the bank’s systems rather than advisers which

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

12 November

Financial planning

CBA wants to stay in advice says Comyn

The Commonwealth Bank intends staying in the advice market despite its recent close-down of aligned advice and the

Lonsec has maintained its ‘highly recommended’ rating for MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios.

12 November

Financial planning

Positive CBA update reveal remediation status

The Commonwealth Bank has provided a broadly positive first quarter trading update including the costs so far

12 November

Financial planning

Majority of Australian retirees don’t have a financial adviser

Most Australian retirees are not involved with any financial professionals and navigate their way through their

12 November

Financial planning

Business leaders’ confidence down

Business leaders’ confidence in the economy has entered negative territory, according to The Executive Connection

12 November

Financial planning

FNF launches indigenous financial literacy program

First Nations Foundation has launched the program to help indigenous people better understand financial concepts

11 November

Financial planning

Is time running out for FASEA extension in 2019?

Financial advisers looking for certainty around the Financial Adviser Standards and Ethics Authority exam

8 November

Financial planning

FASEA exam pass rate drops

The FASEA September exam saw a pass rate of 88%, down 2% from the inaugural exam in June.

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 November

Financial planning

2020 date for NAB adviser annual fee agreements

Self-employed advisers working under National Australia Bank will find themselves moved to annual fee agreements

8 November

Financial planning

60% of HNWs have unmet advice needs

HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield,

The Government has confirmed that deregistering a trade union is likely to have little impact on the make-up of industry superannuation fund boards.

7 November

Financial planning

Pendal feels adviser dislocation impacts

Former bank-owned investment managers are feeling the fallout from financial adviser dislocation in the form of

7 November

Financial planning

Remediation leads to reduction on NAB cash earnings

The bank experienced a 10.8% reduction on cash earnings in FY19 due to spending $1.1 billion on customer

Market Insights

Investing in China: Opportunity amid turmoil

12 November 2019

Emerging Markets: Misconceptions Masking the Structural Bull Case

1 November 2019

Your complete factor investing roadmap for equities

1 November 2019

Build a Strong Core

1 August 2019

David K

Feel for Mr Glenfield? He couldn't remember the 5 core values that his organisation stands...

Fix the code or delay implementation says AFA10 hours 55 min ago

JP

Sure

Adviser redundancies confirmed at CBA11 hours 21 min ago

Anonymous

Do you think someone at the FPA is a bit unhappy about how effective the mortgage broker...

FPA urges personal best interest duty for mortgage brokers12 hours 25 min ago

Financial planning

Term Content Search API

Systems, not planners to blame for fee for no service

CBA wants to stay in advice says Comyn

Positive CBA update reveal remediation status

Majority of Australian retirees don’t have a financial adviser

Business leaders’ confidence down

FNF launches indigenous financial literacy program

Is time running out for FASEA extension in 2019?

FASEA exam pass rate drops

2020 date for NAB adviser annual fee agreements

60% of HNWs have unmet advice needs

Pendal feels adviser dislocation impacts

Remediation leads to reduction on NAB cash earnings

Investing in China: Opportunity amid turmoil

Emerging Markets: Misconceptions Masking the Structural Bull Case

Your complete factor investing roadmap for equities

Build a Strong Core

David K

JP

Anonymous

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