Latest Financial Planning & Services News from Money Management

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Sydney planner permanently banned

Gavin Fineff sourced over $5 million form clients and individuals as loans and, without their knowledge, gambled

8 June

Money Management Original

ASIC levy final straw for accountants providing advice

Accountants with a limited authority have constituted one of the largest groups of those who might choose to opt

8 June

New academic research has confirmed that increasing regulation has been influential in banks deciding to exit elements of their wealth management and insurance businesses.

Money Management Original

Adviser exodus mainly those with less experience: FASEA

Over 60% of advisers who exited the Financial Adviser Registered during July 2019 and December 2020 had less than

8 June

Industry news

Synchron launches incentive for vaccinated advisers

Synchron advisers and staff can receive a $100 Bunnings gift voucher if they get the COVID-19 vaccine.

8 June

Money Management Original

High number of advisers who passed FASEA exam do not practice

There are close to 700 advisers who have passed the FASEA exam but are listed as ‘ceased’ by the Australian

7 June

UniSuper members were demanding more face-to-face advice despite the rise of robo-advice, with initial appointments growing by over 20 per cent.

Money Management Original

‘Episodic’ advice practices to be new wave of businesses

There will be more advice practices popping up to service clients that only want once-off advice and those

7 June

Money Management Original

Challenging questions for ESL exam takers can be excluded

Questions from the Financial Adviser Standards and Ethics Authority exam can be removed from marking for English

7 June

Industry news

Principal named BTIS SMA property manager

Principal Real Estate Investors will be the underlying active manager for BT Investment Solutions Global Property

7 June

Money Management Original

Don’t look for FASEA exam ‘loopholes’: AFA

Advisers who want to continue in the industry should do everything they can to pass the exam this year as it is

4 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

Over 100 advisers leave the industry in a single week

This week 103 advisers left the industry during a period which saw a lot of adviser movement thanks to IOOF

4 June

ASIC has confirmed it will be relying on professional associations to administer planner codes of conduct with the ultimate sanction being a planner’s loss of membership of a professional body such as the Financial planning Association (FPA).

Money Management Original

PY can be structured part-time

The professional year does not need to be completed full-time as provisions for part-time work are allowed, while

4 June

Industry news

Ex-adviser banned for three years

Brisbane-based Nathan Smith failed to provide advice that was in the best interest of clients.

3 June

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Wonder Dog

Apparently, all you need to do is get an online following on Facebook to blather away about...

Double authorisations skew adviser numbers 7 hours 54 min ago

Hedware

How do your draw that assumption from the colloquial ‘dish’?

Something to Bragg about8 hours 34 min ago

Funny

Looks more like a case of Industry Super "dishing out" peoples information - without...

Something to Bragg about9 hours 53 min ago

Financial planning

Guides

Sydney planner permanently banned

ASIC levy final straw for accountants providing advice

Adviser exodus mainly those with less experience: FASEA

Synchron launches incentive for vaccinated advisers

High number of advisers who passed FASEA exam do not practice

‘Episodic’ advice practices to be new wave of businesses

Challenging questions for ESL exam takers can be excluded

Principal named BTIS SMA property manager

Don’t look for FASEA exam ‘loopholes’: AFA

Over 100 advisers leave the industry in a single week

PY can be structured part-time

Ex-adviser banned for three years

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