Latest Financial Planning & Services News from Money Management

Guides

6 April

Financial planning

CCUBE in voluntary administration

The financial planning software provider has appointed administrators DVT Group and is up for sale as a result of

6 April

Financial planning

ASIC creates adviser lee-way on grandfathering

The Australian Securities and Investments Commission has created some time and space for advisers by delaying, for

6 April

Financial planning

Backlash slows ASIC’s termination of grandfathered commissions: AIOFP

The corporate regulator is only putting the brakes on terminating grandfathered commissions because consumers have

There will be little or no opportunity for redeployment of the 150 back office jobs within CBA that are to be cut, according to the FSU.

6 April

Financial planning

Banks ready to support JobKeeper scheme

The Australian Banking Association has announced the banks’ readiness to support the JobKeeper program.

6 April

Financial planning

Australians can 'rest easy' over credit rating

Australians who have been granted a deferral on their loan repayments will not have their credit rating impacted,

Contest of wills over Investa Office Fund

3 April

Financial planning

ASIC cancels three Qld-based licences

FS Securities, Your Super Life, and MyPlanner Australia have all had their Australian financial services licenses

3 April

Financial planning

SMEs receive $250m support package

The Treasurer, Josh Frydenberg, and the Australian Office for Financial Management have announced measures to

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute.

3 April

Financial planning

FASEA approves new degrees and RPL

A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the

3 April

Financial planning

ASIC reveals two bodies were vying to become code-monitors

It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body

3 April

Financial planning

Freeze credit card repayments

As COVID-19 continues, the founder of one of Australia’s largest credit card comparators has called for a freeze

2 April

Financial planning

Could markets recover from COVID-19 in six months?

Mass testing and global Government guaranteed support would help recover economic turmoil caused by the pandemic

1 April

Financial planning

Are super funds dropping the ball on switching advice?

Respondents to a Money Management survey have pointed to the mislabelling of industry fund’s investment options

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Fund Manager of the Year Awards 2020

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Managed Accounts Webinar - Ask the Experts 2020

Sep24

Future of Wealth Management Conference 2020

Real World

Jane here: "the latter, this is one policy stance the govt will not budge on regardless...

Insurers give COVID-19 undertaking via FSC5 hours 22 min ago

Yor Onor

Bloody Hell MM. Why are you still giving a voice to PFOIA. These guys make Donald Trump look...

Backlash slows ASIC’s termination of grandfathered commissions: AIOFP6 hours 7 min ago

Agent 86

Very well said David Bourke.
Wouldn't it be amazing if at some point in time the Govt...

Insurers give COVID-19 undertaking via FSC6 hours 54 min ago

Financial planning

Guides

CCUBE in voluntary administration

ASIC creates adviser lee-way on grandfathering

Backlash slows ASIC’s termination of grandfathered commissions: AIOFP

Banks ready to support JobKeeper scheme

Australians can 'rest easy' over credit rating

ASIC cancels three Qld-based licences

SMEs receive $250m support package

FASEA approves new degrees and RPL

ASIC reveals two bodies were vying to become code-monitors

Freeze credit card repayments

Could markets recover from COVID-19 in six months?

Are super funds dropping the ball on switching advice?

Real World

Yor Onor

Agent 86

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