Latest Financial Planning & Services News from Money Management

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The FSC has released a draft standard paper for consultation, which proposes that life insurance APLs must have compulsory provider and product choice.

12 September

Financial planning

Kiwis aware of life insurance but take up slow

Advisers have an opportunity to educate New Zealanders that life insurance is vital, according to the Financial

11 September

Financial planning

Grandfathering end hurts advisers not product providers

Legislation has moved through Parliament to end adviser grandfathered remuneration with the Association of

Planners who provide financial tax advice would need to register with the Tax Practitioners Board by 30 June.

11 September

Financial planning

Don’t turn off grandfathered commissions early says AFA

Financial services product providers have been urged not to move ahead of the Government’s January, 2021,

Super funds have a chance to boost their financial advice offering and engage with members who craved increased returns amid unstable financial markets.

11 September

Financial planning

Businesses see confidence boost

Business confidence in Australia rose 0.3% in August as more firms feel next year will be a good time to invest in

10 September

Financial planning

ASIC suspends Financial Options AFSL

The Queensland-based firm has until February 2020 to comply with outstanding obligations.

The Administrative Appeals Tribunal (AAT) has upheld an appeal by former financial adviser, Tony Davidof, against ASIC’s decision.

10 September

Financial planning

ASIC to appeal Westpac responsible lending decision

The corporate watchdog has appealed to the Federal Court against its decision that the bank did not breach the

Bank employees want to deliver service to their customers instead of being under constant pressure to sell, the FSU believes.

10 September

Financial planning

Can ASFs be salvaged from end of grandfathering?

Can advisers convert grandfathered commissions to adviser service fees? Maybe. And the Association of Financial

10 September

Financial planning

12-monthly opt-in back on the legislative agenda

Advisers have been urged to be mindful of the Treasurer, Josh Frydenberg’s move to impose 12-monthly opt-in and

10 September

Financial planning

Johnson’s ego threatening Brexit

UK Prime Minister Boris Johnson ‘must put his ego aside’ for the sake of Britain’s economic growth, according to

NAB Wealth has confirmed it is writing letters to clients it believes may have received inappropriate advice.

9 September

Financial planning

Ampfpa tells members it can’t deal with individual circumstances

AMP Limited may be making individual approaches to financial advisers but the AMP Financial Planners Association

9 September

Financial planning

Jail time for tax agent

Registered tax agent, Nigel Bradshaw, has been sentenced to a one-year jail term after he was caught stealing

6 September

Financial planning

Ampfpa canvasses litigation funder to undewrite AMP class action

AMP financial planners have asked to consider the merits of using a litigation funder to underwrite what is likely

Market Insights

Meeting the needs of tomorrow’s client

16 September 2019

Go Beyond Borders and Benchmarks for Income

1 September 2019

Mounting signs the global economic expansion is losing momentum

16 September 2019

Podcast series: Emerging market debt

13 September 2019

EVENTS

Oct23

Women in Financial Services 2019

Anonymous

I'm now convinced that ASIC, Govt and Left Wing Do Gooders believe that people are so...

ASIC looks at reasonableness of super advice fees12 hours 8 min ago

anon

Maybe because it is industry funds caught up in the scam? Don't see them mentioned above...

ASIC dismantles online fraud syndicate13 hours 51 sec ago

Agent 86

Clear case of conflict of interest which is NOT acknowledged on her information on the ASIC site...

ASIC looks at reasonableness of super advice fees13 hours 20 min ago

Financial planning

Term Content Search API

Kiwis aware of life insurance but take up slow

Grandfathering end hurts advisers not product providers

Don’t turn off grandfathered commissions early says AFA

Businesses see confidence boost

ASIC suspends Financial Options AFSL

ASIC to appeal Westpac responsible lending decision

Can ASFs be salvaged from end of grandfathering?

12-monthly opt-in back on the legislative agenda

Johnson’s ego threatening Brexit

Ampfpa tells members it can’t deal with individual circumstances

Jail time for tax agent

Ampfpa canvasses litigation funder to undewrite AMP class action

Meeting the needs of tomorrow’s client

Go Beyond Borders and Benchmarks for Income

Mounting signs the global economic expansion is losing momentum

Podcast series: Emerging market debt

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Agent 86

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