Latest Financial Planning & Services News from Money Management

Guides

Money Management Original

Cormann a loss to financial services

West Australian Liberal Senator, Mathias Cormann is to retire from politics later this year, meaning the financial

6 July

Robo-advice providers in the US were introducing the human element into their automated models, indicating the advice industry was not ready for fully automated services.

Industry news

Have COVID-19 lockdowns driven robo-advice use?

New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice.

6 July

La Trobe Financial has announced plans to broaden its Asian footprint by opening an office in Hong Kong.

Industry news

Hong Kong HNWI could bring additional capital to Australia

High net worth individuals looking to leave Hong Kong due to political tensions could bring long-term economic

6 July

Industry news

QSuper ceases comprehensive advice

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected.

3 July

Money Management Research

The end of FY brings more net losses for adviser numbers

The end of the financial year has brought more changes for licensees which are reflected in their adviser numbers

3 July

Money Management Original

Advisers question FASEA’s two-thirds discount

A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority

3 July

Money Management Original

Costlier degrees another impost for hard-pressed advisers

With the cost of Commerce-related degrees rising by 28% the Association of Financial Advisers is pointing to

2 July

Industry news

De Ferrari told blame yourself, not AMP planners

Plaintiff law firm, Slater and Gordon has claimed AMP Limited has only itself to blame for exposure to class

2 July

New South Wales has outperformed the rest of the country, as east coast states and territories remained ahead of the pack.

Industry news

CountPlus member firm completes acquisition

CountPlus member firm Twomeys has acquired client accounting-based services Cultiv8 Accounting.

2 July

The Finance Sector Union wants an independent Government regulator to handle background checks and other protocols aimed at weeding out financial services bad apples.

Industry news

Societe Generale pleads guilty

The firm has pleaded guilty to four counts of client money breaches, each carrying a maximum penalty of $45,000.

1 July

Money Management Original

Committee pursues claims of AMP charging $22,000 APL fee

The deputy chair of a key Parliamentary committee has pointed to claims that AMP Limited is charging product

1 July

Industry news

Restrictions for licensees in intermediary authorisation agreements

Licensees in an agreement with unlicensed product issuers cannot deal in a financial product unless they are

1 July

financial markets

Market Insights

EVENTS

Jul30

Fund Manager of the Year Awards 2020

Aug12

Practice Management Webinar 2020

Aug27

ESG/ Responsible Investment Webinar 2020

John B

On what planet did anyone think that ASIC would be involved. This is a contract law issue/trade...

ASIC not looking into AMP BOLR issue 10 hours 46 min ago

Ex CFP and FPA member

Exactly. RobinBris

ASIC not looking into AMP BOLR issue 11 hours 31 min ago

RobinBris

"monitoring" is ASIC speak for "we are not doing anything at present, and have no...

ASIC not looking into AMP BOLR issue 12 hours 2 min ago

Financial planning

Guides

Cormann a loss to financial services

Have COVID-19 lockdowns driven robo-advice use?

Hong Kong HNWI could bring additional capital to Australia

QSuper ceases comprehensive advice

The end of FY brings more net losses for adviser numbers

Advisers question FASEA’s two-thirds discount

Costlier degrees another impost for hard-pressed advisers

De Ferrari told blame yourself, not AMP planners

CountPlus member firm completes acquisition

Societe Generale pleads guilty

Committee pursues claims of AMP charging $22,000 APL fee

Restrictions for licensees in intermediary authorisation agreements

John B

Ex CFP and FPA member

RobinBris

Other fe fundinfo sites

Education

News

Features

Events

Financial planning

Guides

Equities

Fixed Income

Managed Accounts

John B

Ex CFP and FPA member

RobinBris