Latest Financial Planning & Services News from Money Management

Guides

The big bank CEOs are threatening fallout from the bank levy including impacts on suppliers and media.

Money Management Original

Expect banks to break into roboadvice

It is “highly unlikely” that the big four banks will not enter the roboadvice space in the future as they will be

12 November

Money Management Original

Industry hard to sell to new entrants

Despite being a rewarding career path, it is becoming tough to encourage new entrants to train as a financial

11 November

Money Management Original

ESG imbalance between client and adviser

While advisers’ use of environmental, social and governance investments is based on client demand, 86% of

11 November

The SMSF sector has too often left it to government and others to define professionalism but it is time to take control, according to the SMSF Association chief.

Money Management Original

PY advisers offer limited value

Despite declining adviser numbers and rising demand for advice, professional year advisers are not attractive

11 November

Money Management Original

FASEA Standard 3 consultation genuine process: AFA

The Association of Financial Advisers has said it believes the education authority’s consultation on amending

10 November

Money Management Original

General advice an outlet for exam avoiders

Risk advisers who do not want to continue the education requirements can look to general advice as an option as

10 November

The financial services industry must overcome barriers and become proactive in achieving professionalism if it is to avoid government intervention.

Money Management Original

Standard 3 amendment likely to be only change by FASEA

Given the education authority will transfer to Treasury in 2022, amendments to its code of ethics will likely be

8 November

Money Management Original

Advice industry associations reply to calls for suicide research

Advice industry associations have replied to an expert’s calls for research into whether regulatory change in the

8 November

The Financial Planning Association of Australia and the Financial Executive Women have today announced a partnership to advance the progression of female planners.

Money Management Original

Do women feel they belong in the industry?

With women only making up a fifth of adviser roles, the industry needs to help make it appeal to women by making

8 November

Industry news

ASIC releases ROA guidance and examples

Clarity and certainty has been given around when records of advice can be used instead of a statement of advice.

5 November

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute.

Money Management Original

Has FASEA already decided direction of Standard 3?

The education authority is considering amending the problematic Standard 3, but its wording in the consultation

5 November

Financial services technology firm, GBST, reported a drop in EBITDA, total revenue and other income, net profit after tax and adjusted NPAT following project delays and restructure.

Money Management Original

Industry loses 59 advisers this week

The number of advisers dropped this week by 59 to 18,764 as AMP Financial Planning fell to second spot.

5 November

financial markets

Market Insights

Me

Why wouldn’t they make a profit The new products have barely gotten off the ground and both AMP...

Group lump sum still suffering losses1 day 12 hours ago

Jack Doff

I'm with you Wildcat.
Good luck to them scaling empathy and understanding in an...

Creating an advice brand to rival banks 1 day 14 hours ago

Clapanon

Relax old boy. In a few years time when a large cohort of our present day comrades have departed...

Low number of advisers moving to new licensees after resigning1 day 14 hours ago

Financial planning

Guides

Expect banks to break into roboadvice

Industry hard to sell to new entrants

ESG imbalance between client and adviser

PY advisers offer limited value

FASEA Standard 3 consultation genuine process: AFA

General advice an outlet for exam avoiders

Standard 3 amendment likely to be only change by FASEA

Advice industry associations reply to calls for suicide research

Do women feel they belong in the industry?

ASIC releases ROA guidance and examples

Has FASEA already decided direction of Standard 3?

Industry loses 59 advisers this week

Me

Jack Doff

Clapanon

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Jack Doff

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