Latest Financial Planning & Services News from Money Management

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Money Management Original

ASIC urged to make affordable advice submissions public

Some financial advisers want the Australian Securities and Investments Commission to make the more than 480

23 February

Industry news

Big banks now also-rans in platform space

The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium.

23 February

Industry news

Consistency benefits prompt increased use of model portfolios

Fund selectors foresee using more model portfolios with clients in the future with over half saying they offer

23 February

Industry news

Australian companies see 38% fall in dividends

Over three-in-five Australian companies cut or cancelled their dividends between April and December 2020,

22 February

Suncorp has announced the head of its Wealth and Life Intermediaries team, Mark Vilo, and the head of its bank intermediaries team, Steven Degetto, will step into each other's role from 2017.

Industry news

More than just super should be portable between jobs

A new report from the McKell Institute has suggested that the portability of superannuation between employers

22 February

The Credit and Investments Ombudsman has rebuffed a report's findings favouring a merger between EDR schemes, arguing the two-scheme arrangement enabled comparisons and room for improvement.

Money Management Original

Iress signals availability of capital for M&As

Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the

19 February

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

Advisers leak from IOOF/MLC licenses

The combined loss of advisers for IOOF/MLC has reached 252 advisers since IOOF announced the purchase of MLC in

19 February

Money Management Original

Advisers need to keep embracing technology

The use of technology has been a benefit to advisers during COVID-19 lockdowns and restrictions, and advisers need

19 February

ANZ has announced the sale of its NZ asset finance business including the Esanda name and trademarks in Australia and New Zealand.

Industry news

ANZ’s cash profit up

ANZ has announced a 54% rise in unaudited cash profit from continuing operations to $1.81 billion while its

18 February

Industry news

Iress reports 9% decline in NPAT but OneVue a key focus

Iress has reported a 9% decline in net profit after tax but the OneVue integration is a key focus for 2021 as it

18 February

Money Management Original

Count secures Godfrey Pembroke and IOOF firms

Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses.

18 February

Money Management Original

Regulatory costs likely to go up: AFA

The loss of funding for regulatory bodies from the big institutions will still need to be covered by those left in

18 February

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actually they should prove to me why I should bother with risk anymore, how it is commercial to...

Life advisers must prove need for commissions4 min 1 sec ago

FEm

This guy gives you an opening basically confirming his party wants to avoid the effectiveness of...

Life advisers must prove need for commissions56 min 47 sec ago

ken

"Compare the pair" is about as in your face for competing Retail funds as it gets....

ASIC moves against REST on false and misleading charges 1 hour 40 min ago

Financial planning

Guides

ASIC urged to make affordable advice submissions public

Big banks now also-rans in platform space

Consistency benefits prompt increased use of model portfolios

Australian companies see 38% fall in dividends

More than just super should be portable between jobs

Iress signals availability of capital for M&As

Advisers leak from IOOF/MLC licenses

Advisers need to keep embracing technology

ANZ’s cash profit up

Iress reports 9% decline in NPAT but OneVue a key focus

Count secures Godfrey Pembroke and IOOF firms

Regulatory costs likely to go up: AFA

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