Latest Financial Planning & Services News from Money Management

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8 November

Financial planning

FASEA exam pass rate drops

The FASEA September exam saw a pass rate of 88%, down 2% from the inaugural exam in June.

The National Australia Bank (NAB) has told a Senate Committee that it will not oppose the Life Insurance Code of Practice becoming registered with the Australian Securities and Investments Commission (ASIC) and therefore legally enforceable. However NAB c

8 November

Financial planning

2020 date for NAB adviser annual fee agreements

Self-employed advisers working under National Australia Bank will find themselves moved to annual fee agreements

8 November

Financial planning

60% of HNWs have unmet advice needs

HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield,

The Government has confirmed that deregistering a trade union is likely to have little impact on the make-up of industry superannuation fund boards.

7 November

Financial planning

Pendal feels adviser dislocation impacts

Former bank-owned investment managers are feeling the fallout from financial adviser dislocation in the form of

7 November

Financial planning

Remediation leads to reduction on NAB cash earnings

The bank experienced a 10.8% reduction on cash earnings in FY19 due to spending $1.1 billion on customer

Majority of Australians fear they would not have enough funds for a comfortable retirement, yet only a few take an active interest in managing their finances.

7 November

Financial planning

Bucket strategy needs to be revisited

The low interest rate environment is making it difficult for retirees to generate income without taking an

6 November

Financial planning

ASIC freezes assets of adviser

The Australian Securities and Investments Commission has obtained freezing orders on the assets of a financial

6 November

Financial planning

TPB urges removal of professional associations pathway

The Tax Practitioner’s Board is offering grandfathered arrangements to cover tax financial advisers and others if

The prudential regulator is launching a review of the remuneration policies of regulated institutions and how they tie into organisational implementation of risk culture practices.

6 November

Financial planning

Investor relations remuneration increase

Structural change has lead investor relation functions to manage more responsibilities and larger teams leading to

5 November

Financial planning

Accountant advice is no better than that of advisers says ASIC

The Australian Securities and Investments Commission says there is no evidence that accountants or tax financial

5 November

Financial planning

The multi-million dollar reasons Westpac exited wealth

The Westpac full-year result has starkly revealed the multi-million dollar reasons the big banking group chose to

5 November

Financial planning

Advisers need flexible MDAs for best interest

Advisers need to make a considered decision when using MDAs and need an offering that allows them to be flexible

Market Insights

A new way to boost income while seeking to protect capital

1 December 2019

U.S. Outlook: Maintain balance in this election year

1 December 2019

Robeco's educational modules on factor investing and sustainability

19 November 2019

Build a Strong Core

1 November 2019

Dino

financial planners and FASEA
like Turkeys looking forward to XMAS.

FASEA extension legislation now on notice paper1 day 23 hours ago

Chris Tobin

AMP are desperate. A feel good press release to announce the intro of 12 month Service...

AMP shifts advisers to annual advice agreements1 day 23 hours ago

Michael Baragwanath

Welcome to 5 years ago for us. We had a hell of a time convincing A Magnificent Planning...

AMP shifts advisers to annual advice agreements1 day 23 hours ago

Financial planning

Term Content Search API

FASEA exam pass rate drops

2020 date for NAB adviser annual fee agreements

60% of HNWs have unmet advice needs

Pendal feels adviser dislocation impacts

Remediation leads to reduction on NAB cash earnings

Bucket strategy needs to be revisited

ASIC freezes assets of adviser

TPB urges removal of professional associations pathway

Investor relations remuneration increase

Accountant advice is no better than that of advisers says ASIC

The multi-million dollar reasons Westpac exited wealth

Advisers need flexible MDAs for best interest

A new way to boost income while seeking to protect capital

U.S. Outlook: Maintain balance in this election year

Robeco's educational modules on factor investing and sustainability

Build a Strong Core

Dino

Chris Tobin

Michael Baragwanath

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Dino

Chris Tobin

Michael Baragwanath