Latest Financial Planning & Services News from Money Management

Guides

Default retirement income products and CIPRs failed to account for varying retirement and financial needs of individuals, underscoring the need for advice.

Money Management Original

Advisers shouldn't be responsible for product failure

Product and advice should be kept separate, and advisers should not be responsible for product failure, according

21 July

Money Management Original

APRA seeks to clarify trustee SOA oversight concerns

Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice

21 July

Industry news

WA-based group buys PNFP assets

Western Australia-based Wealth Management Partners has announced settlement of the acquisition of operating assets

21 July

Industry news

ASIC releases adviser reference checking protocol

The corporate regulator has released its protocol around how licensees should be reference checking prospective

20 July

Industry news

BT Panorama posts strong net inflow growth

BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the

20 July

Industry news

HUB24 sees 141% growth in platform FUA

Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm

20 July

Money Management Original

Wealth coaches and 'finfluencers' next bubble to burst

Any wrongdoing by advice providers working outside the licencing regime will see financial planners bear the brunt

20 July

Money Management Original

AIOFP attacks govt with video on advisers

A video detailing the Liberal Government’s “unfair” treatment of financial advisers has been launched and suggest

20 July

Industry news

Worn and Satchell launch wealth tech advisory arm

Peter Worn and Aron Satchell have announced they have expanded Finura Group’s reach into technology consultancy by

20 July

Industry news

FASEA seeks consultation on approved degrees and courses

A draft amendment will look to facilitate incorporation of course approvals into the legislative instrument.

19 July

Money Management Original

FASEA standards don’t adequately recognise previous study

There needs to be a better recognition of previous study undertaken by financial planners, and in particular

19 July

Digital advice providers must be transparent on the scope and limits of their services to clients, while their algorithms should account for all costs and tax implications.

Money Management Original

Is clarity needed over individual registration for advisers?

The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration

19 July

financial markets

Market Insights

EVENTS

Aug26

Practice Management Webinar 2021

Sep16

Asset Allocation Webinar 2021

Nov10

ETF Webinar 2021

MC Hammer

The types of docs we need to give to clients:

FSG
OSA
FCF (fee consent form)...

Parliamentarian calls 100-page SOA ‘absurd’7 hours 39 min ago

Funny

"...the corporate regulator had reason to believe that they were not adequately trained...

ASIC bans two advisers for five years 7 hours 49 min ago

Wonder Dog

So why so hard for the ladies constantly banging in about equality. Men have many home care...

FASEA a barrier for women staying in the industry9 hours 41 min ago

Financial planning

Guides

Advisers shouldn't be responsible for product failure

APRA seeks to clarify trustee SOA oversight concerns

WA-based group buys PNFP assets

ASIC releases adviser reference checking protocol

BT Panorama posts strong net inflow growth

HUB24 sees 141% growth in platform FUA

Wealth coaches and 'finfluencers' next bubble to burst

AIOFP attacks govt with video on advisers

Worn and Satchell launch wealth tech advisory arm

FASEA seeks consultation on approved degrees and courses

FASEA standards don’t adequately recognise previous study

Is clarity needed over individual registration for advisers?

MC Hammer

Funny

Wonder Dog

Other fe fundinfo sites

Education

News

Features

Events

Financial planning

Guides

Equities

Fixed Income

Managed Accounts

MC Hammer

Funny

Wonder Dog