Latest Financial Planning & Services News from Money Management

Guides

19 March

Financial planning

FASEA looks to licensees to be facilitative on CPD

The Financial Adviser Standards and Ethics Authority says it’s up to licensees to help advisers deal with

19 March

Financial planning

FASEA cancels face-to-face April exam sittings

Registered candidates have the option to sit the exam online or to defer the exam for a later sitting as the

The Australian Prudential Regulation Authority has sent a clear message to industry funds that it will not be backing down on superannuation fund governance and better board selections.

19 March

Financial planning

FASEA embraced remote meeting ahead of exam decision

The Financial Adviser Standards and Ethics Authority had opted for a remote approach for the next meeting of its

The IPA has supported the Misuse of Market Power Bill but believes there are amendments that unnecessarily complicate the law.

18 March

Financial planning

La Trobe offers support for COVID-19 affected businesses

La Trobe Financial has announced measures to help those businesses affected by COVID-19.

18 March

Financial planning

Will COVID-19 get in the way of FASEA exam extension legislation?

Advisers are concerned that the increasing focus on COVID-19 and the Government’s related economic stimulus

18 March

Financial planning

AMP downplays Moody’s downgrade

AMP has signalled that it is not unduly fussed by a ratings downgrade issued by ratings house, Moody’s.

18 March

Financial planning

Financial advisory firm moves contactless

UK advisory business deVere Group has moved to a contactless advice service for those clients who are social

The Business Council of Co-Operatives and Mutuals has called on bank customers to change to mutuals and credit unions when the bank levy comes into force on 1 July.

17 March

Financial planning

COVID-19 sees advisers reduce face-time

Both advisers and their clients are opting for telephone and screen-based consultations amid growing fears around

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).

17 March

Financial planning

Amid COVID-19 FASEA urged to deliver CPD relief

A senior adviser has written to the Financial Adviser Standards and Ethics Authority urging it to deliver CPD

17 March

Financial planning

Blockchain needed for advice fees: IRESS

Adviser fees need to be standardised and automated and this could be done via blockchain, IRESS believes.

16 March

Financial planning

FASEA guidance for exam during COVID-19

The April exam will continue as planned, but FASEA will advise candidates if a decision by ACER or the government

13 March

Financial planning

IMB Bank exits advice ownership

IMB Bank has exited advice ownership with its planning assets being sold to Bridges Financial Services.

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Customer

Have a think about this....(in future)
A MySuper client calls their adviser in the last 2...

COVID-19 inquiries prompt new calls for intra-fund advice extension 2 days 6 hours ago

PM

So, the funds that have removed servicing advisers from the Workplace Super sector for the past...

COVID-19 inquiries prompt new calls for intra-fund advice extension 2 days 7 hours ago

Seriously?

Not really, this guy is just looking to hold on to his little job and appear to be relevant. See...

COVID-19 inquiries prompt new calls for intra-fund advice extension 2 days 7 hours ago

Financial planning

Guides

FASEA looks to licensees to be facilitative on CPD

FASEA cancels face-to-face April exam sittings

FASEA embraced remote meeting ahead of exam decision

La Trobe offers support for COVID-19 affected businesses

Will COVID-19 get in the way of FASEA exam extension legislation?

AMP downplays Moody’s downgrade

Financial advisory firm moves contactless

COVID-19 sees advisers reduce face-time

Amid COVID-19 FASEA urged to deliver CPD relief

Blockchain needed for advice fees: IRESS

FASEA guidance for exam during COVID-19

IMB Bank exits advice ownership

Customer

PM

Seriously?

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Seriously?