Latest Financial Planning & Services News from Money Management

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The importance of pre-vetting SOAs

Licensees should ensure they pre-vet any advice given, according to Fourth Line, as it is no longer acceptable to

6 June

Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager.

Industry news

Third week of triple-digit falls

The financial advice industry has fallen by triple digits for the third week in a row, according to Wealth Data,

3 June

Industry news

Member org set up to promote advice benefits

A new member organisation has been formed, established by three former directors of the Profession of Independent

3 June

Industry news

When is information classed as ‘advice’?

The term ‘general advice’ should be renamed ‘general information’ according to Scientiam, in order to strengthen

3 June

An Olympian has called for men in financial services industry to help champion and mentor women in the industry as they are not seen in representative numbers.

Money Management Original

Compassion not condemnation for exam candidates: AFA

Compassion should be given to those advisers who have not yet passed the financial adviser exam, according to the

2 June

Industry news

What are advisers asking ahead of EOFY?

Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns

2 June

Money Management Original

AFA predicts adviser numbers to reach 14,000

The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam

1 June

Money Management Original

Which states are seeing the strongest financial adviser firm sales?

The purchase of financial firms is varying by state with strong demand in Western Australia and buyers considering

1 June

Australian and international investors have backed the first social bond for the promotion of workplace gender equality with $500 million invested.

Money Management Original

How to best work with female clients

Being flexible and understanding female staff within an advisory firm can translate into a better relationship

1 June

Platinum Asset Management has announced changes to its product fees and plans to launch two new ETMFs in August.

Industry news

AFCA confirms user-pays funding model

The proposed AFCA user-pays funding model will be introduced from 1 July with a few improvements following

31 May

Industry news

AMP transfers multi-asset into Australian wealth management

AMP has completed the transfer of its multi-asset group into Australian wealth management to create AMP

31 May

The better dealer groups are already assisting their advisers in their qualifications following the new professional standards legislation announcement, according to Mentor Education.

Industry news

Advice firm engages students with financial planning

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their

31 May

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Market Insights

Billybob

Yet to meet a good financial link adviser

ASIC bans Melbourne-based adviser for three years1 day 9 hours ago

New Entrant

Kaplan is the Red Rooster of education providers. The quality of their units is far below those...

Kaplan offers second Women in Finance scholarships1 day 11 hours ago

Same Sh*t Same Smell

Good idea Vanguard... bring in more useless categories to reduce professionalism and confuse the...

Is excessive regulation stemming advice innovation?1 day 12 hours ago

Financial planning

Guides

The importance of pre-vetting SOAs

Third week of triple-digit falls

Member org set up to promote advice benefits

When is information classed as ‘advice’?

Compassion not condemnation for exam candidates: AFA

What are advisers asking ahead of EOFY?

AFA predicts adviser numbers to reach 14,000

Which states are seeing the strongest financial adviser firm sales?

How to best work with female clients

AFCA confirms user-pays funding model

AMP transfers multi-asset into Australian wealth management

Advice firm engages students with financial planning

Billybob

New Entrant

Same Sh*t Same Smell

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Billybob

New Entrant

Same Sh*t Same Smell