Latest Financial Planning & Services News from Money Management

Guides

Money Management Original

Advisers can continue as business owners without FASEA requirement

There will be opportunities for those advisers who opt out from continuing to provide the advice to stay in the

22 June

Money Management Original

Adviser mental health deteriorating since GFC

The high volume of regulation and market downturn has led to a deterioration of financial advisers' mental

22 June

Vanguard Australia has made appointments to its distribution team as a response to its growing intermediary, institutional, and retail clients.

Industry news

Australian Wealth Solutions joins ASVW FS

The move is part of Australian Wealth Solutions strategy to address the needs of more sophisticated clients.

22 June

Money Management Original

Advised female investors outnumbering men

The number of advised female investors is outnumbering their male counterparts, according to findings from a

22 June

Industry news

Treasurer approves ME Bank acquisition

The Bank of Queensland has received approval for its 100% acquisition of ME Bank, which is expected to be

21 June

Money Management Original

Clarity needed on civil penalty exemptions for breach reporting

The corporate regulator needs to make sure its new breach reporting regime is focused on significant breaches and

21 June

Industry news

Parliamentary criticism of advisers ‘borders abuse’: AFA

The Association of Financial Advisers has called for an end to the “persecution” of the financial advice sector.

21 June

Money Management Original

Adviser complaints around 1% of AFCA total

Financial advisers only make up around 1.4% of complaints to the Australian Financial Complaints Authority, while

21 June

Industry news

Growing number of Aussie women investing in crypto

The proportion of women who own cryptocurrency has jumped from 7% in January to 11% in June, while the proportion

21 June

Industry news

NAB settles US Bank Bill Swap Rate class action

The claims against the bank had been dismissed but there is still a possibility the dismissal could be reversed.

18 June

Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager.

Money Management Original

Double authorisations skew adviser numbers

The decrease in adviser roles number this week was almost twice as many as the loss of actual advisers at 100 and

18 June

Fee structures lack innovation and encourage index-like returns, according to a specialist emerging markets asset manager, Remerga.

Money Management Original

ASIC needs to clarify commissions treated as ongoing fee 'consent': AFA

With the ongoing fee arrangement obligations coming into place in two weeks, the corporate regulator needs to

17 June

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Max Bialystock

Is there any way to determine if the fees charged under 'indirect costs' are fair and...

Govt forcing advisers to be litigation funders: AFA2 days 7 hours ago

Fred F

TBH - the heading mentions "AMP Firms" which made me read the article because I feel...

ASIC sues AMP firms for fees-for-no-service2 days 8 hours ago

Same Sh*t Same Smell

The difference is that Industry Super Funds haven't self-reported the breach, nor have they...

ASIC sues AMP firms for fees-for-no-service2 days 10 hours ago

Financial planning

Guides

Advisers can continue as business owners without FASEA requirement

Adviser mental health deteriorating since GFC

Australian Wealth Solutions joins ASVW FS

Advised female investors outnumbering men

Treasurer approves ME Bank acquisition

Clarity needed on civil penalty exemptions for breach reporting

Parliamentary criticism of advisers ‘borders abuse’: AFA

Adviser complaints around 1% of AFCA total

Growing number of Aussie women investing in crypto

NAB settles US Bank Bill Swap Rate class action

Double authorisations skew adviser numbers

ASIC needs to clarify commissions treated as ongoing fee 'consent': AFA

Max Bialystock

Fred F

Same Sh*t Same Smell

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Max Bialystock

Fred F

Same Sh*t Same Smell