Latest Financial Planning & Services News from Money Management

Guides

5 June

Financial planning

FASEA approves historical course

The University of Adelaide’s historical Graduate Diploma in Global Wealth Management has been approved by The

finalised the acquisition of UBS Wealth Management Australia

5 June

Financial planning

FPA’s plan receives Hume nod if it delivers a profession

If the Financial Planning Association can prove its proposals for individual adviser registration will hasten the

4 June

Financial planning

Key licensees hit back at FPA adviser registration proposal

The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a

4 June

Financial planning

FPA's strategy depends on who has control of an adviser register

The Financial Planning Association has signalled it wants the next best thing to the commercial benefits which

4 June

Financial planning

Australia’s recession likely already over: BetaShares

The country has experienced the shortest and sharpest economic contraction in history as a result of the COVID-19

ASIC has accepted an enforceable undertaking (EU) from a Perth financial services firm after concerns about its risk management and compliance framework.

4 June

Financial planning

Australia in recession for first time in 30 years

Australia is officially in its first recession for 30 years, according to figures from the Treasury, but the June

The AFA has formed a life insurance sub-committee and a professional standards sub-committee, whose members will review and provide suggestions on various policy issues and submissions.

4 June

Financial planning

ASIC hits out at 'disappointing' efforts by ME Bank

The Australian Securities and Investments Commission has hit out at ME Bank over the “disappointing” way it

New investors to benefit more from capital markets

4 June

Financial planning

Over-60s are biggest users of AMP bot

Engagement by users over 60 years old has been the highest for AMP’s new Facebook Messenger bot, which is designed

3 June

Financial planning

Clime takes Madison

Clime Investment Management has emerged as the buyer of Madison.

3 June

Financial planning

FPA begins push for planner registrations to replace licensing

The Financial Planning Association wants planners to be registered to provide advice in a move which would leave

Government employee industry fund, LGS, appoints a new head of advice to increase its financial advice offering.

3 June

Financial planning

How do you run a not-for-profit planning business?

The answer to running a not-for-profit planning business is to establish it within an industry superannuation,

Suncorp’s Banking and Wealth chief executive, John Nesbitt, to retire later this year.

2 June

Financial planning

Phillip Capital ditches retail advice

Phillip Capital Limited has announced it will cease providing advice to retail clients in Australia following a

financial markets

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Jun10

Future of Wealth Management Webinar Series 2020

Jun10

Managed Accounts Webinar - Ask the Experts 2020

Jun24

Economy and Investment Post Covid -19 Webinar 2020

Yogi

what's it cost to pay for a State Manager's salary, a CEO's salary and the audit...

Key licensees hit back at FPA adviser registration proposal 1 day 3 hours ago

Yogi

I take it your employer pays for your membership, and you get a discount, and you have to a...

Key licensees hit back at FPA adviser registration proposal 1 day 3 hours ago

Anonymous

I'm so disgusted with MLC. In the middle of a pandemic they change to a system that doesn...

MLC Life appoints CEO after five-month search 1 day 4 hours ago

Financial planning

Guides

FASEA approves historical course

FPA’s plan receives Hume nod if it delivers a profession

Key licensees hit back at FPA adviser registration proposal

FPA's strategy depends on who has control of an adviser register

Australia’s recession likely already over: BetaShares

Australia in recession for first time in 30 years

ASIC hits out at 'disappointing' efforts by ME Bank

Over-60s are biggest users of AMP bot

Clime takes Madison

FPA begins push for planner registrations to replace licensing

How do you run a not-for-profit planning business?

Phillip Capital ditches retail advice

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