Latest Financial Planning & Services News from Money Management

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5 February

Financial planning

FPA signals cooperation with Govt on RC recommendations

The Financial Planning Association has committed to “working proactively” with the Government to address the Royal

Highly complex claims processes are forcing superannuation fund members to seek lawyer assistance in making insurance claims.

5 February

Financial planning

FSC backs RC final report, gets on with task ahead

The Financial Services Council has welcomed the release of the Royal Commission’s final report and acknowledges it

Financial services consumers would be better protected if the regulators could better target product manufacturers, according to the FPA.

5 February

Financial planning

Consumers now in better position against big banks

The recommendations from the Royal Commission final report have helped level the playing field for consumers

4 February

Financial planning

Royal Commission had as many misses as hits

Mike Taylor writes that when the dust settles on the Royal Commission into Misconduct in the banking,

4 February

Financial planning

Hayne holds boards and senior management responsible

The Royal Commissioner, Kenneth Hayne, has made clear he holds boards and senior management responsible for

4 February

Financial planning

Grandfathering to end

The Federal Government has committed to a timetable to ending grandfathering and to entertaining life/risk

4 February

Financial planning

Ceasing ongoing service fees to cost CBA $40m

The cessation of ongoing service fees for salaried planners will cost the Commonwealth Bank $40 million.

Australians are more willing to cut back on investment plans and life insurance than car insurance and mobile phones, a survey finds.

4 February

Financial planning

Hayne calls for end of advice fee deductions

The Royal Commission has recommended the deduction of any advice fee other than intra-fund advice from a MySuper

4 February

Financial planning

Dishonest adviser faces decades in jail

A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner,

4 February

Financial planning

Will planning execs face prosecution?

The question at the forefront of many minds in the financial planning industry is whether any individual

4 February

Financial planning

Due diligence vital in new buyer’s market

Both the Royal Commission final report and FASEA’s reforms could intensify changes already underway to how

Those who design family trusts should consider whether the guardians they appointed were fiduciaries to avoid deadlocks and conflicts in the future.

1 February

Financial planning

Aug1

Women in Financial Services 2019

Sep12

Future of Wealth Management 2019 - Advice

Steven

Sorry Dante, but I believe you may have upset a large number of your CFP members. What ever...

FPA welcomes FASEA accreditation of CFP13 hours 25 min ago

Jim

Felix, you said "I'd love nothing more than to charge my time out, or offer a fixed...

Is advice really advice without a product recommendation?13 hours 39 min ago

Matt D

"How many of those whole of life and annuity clients are being actively reviewed by their...

AFA urges opt-in on grandfathering 14 hours 1 min ago

Financial planning

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FPA signals cooperation with Govt on RC recommendations

FSC backs RC final report, gets on with task ahead

Consumers now in better position against big banks

Royal Commission had as many misses as hits

Hayne holds boards and senior management responsible

Grandfathering to end

Ceasing ongoing service fees to cost CBA $40m

Hayne calls for end of advice fee deductions

Dishonest adviser faces decades in jail

Will planning execs face prosecution?

Due diligence vital in new buyer’s market

FPA hits back at ISA claims on adviser trust

Strategies to fund residential aged care

Global equities in 2019: earnings downturn or economic recession?

The Next Generation Investment Platform

U.S. equity picture in 3 parts: Policy, economy and markets

U.S. Outlook: Aging economic expansion still flexing its muscles

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