Latest Financial Planning & Services News from Money Management

Guides

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.

Money Management Original

Leeway urged on opt-in for locked down clients and advisers

The Government should provide financial advisers with some flexibility with respect to opt-in arrangements as they

10 July

Money Management Research

Outflow continues but adviser numbers higher than last year

Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses

10 July

Industry news

COVID-19 sees HNWI wealth decline

Although the value of high net worth individuals increased globally in 2019, the COVID-19 pandemic is expected to

10 July

Industry news

Home grants for builders, not buyers

First home buyers could be making poor investment choices to take advantage of government grants, as they are

10 July

Industry news

Praemium moves to acquire PowerWrap

Praemium has moved to acquire PowerWrap to create one of Australia’s largest independent specialist platform

9 July

Decimal has partnered with Mercer to offer digital advice through the Eqilize platform.

Industry news

New report: COVID-19 opens opportunities for advisers

Financial advisers may emerge as one of the few winners from the COVID-19 pandemic but they will have to play

9 July

Industry news

Advised clients seeing increased financial reassurance

The benefits of receiving financial advice have been highlighted in a new report which found while over half of

9 July

Money Management Original

Are there code of ethics risks for advisers making retirement income recommendations?

Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of

8 July

Industry news

Advisers' platform loyalty wanes

Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher

8 July

Industry news

Iress integrates FE Analytics into Xplan

FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan.

8 July

The best course of action for Hunter Hall clients is a full redemption from or sale of all Hunter investment vehicles, Australian Unity believes.

Industry news

Sequoia FG buys Total Cover Australia

Sequoia Financial Group has entered into a purchase of assets agreement with Total Cover Australia, via the

8 July

Industry news

Aussie passports hold up in face of COVID-19 restrictions

Holding an Australian passport is likely to be welcomed at airports worldwide although the US passport will under

8 July

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Practice Management Webinar 2020

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ESG/ Responsible Investment Webinar 2020

Sep15

What Do Your Clients Think Webinar 2020

ME

I wouldn't read too much into it. With increased preparation time surely you would expect...

84% of advisers pass FASEA June exam1 hour 7 min ago

Anonymous

No way. Seeing the end of the FPA will be one benefit

Are adviser exits beginning to slow?1 hour 11 min ago

anonymous

I wish you well.

the trouble for those staying is that most of us haven't got the...

Are adviser exits beginning to slow?2 hours 27 min ago

Financial planning

Guides

Leeway urged on opt-in for locked down clients and advisers

Outflow continues but adviser numbers higher than last year

COVID-19 sees HNWI wealth decline

Home grants for builders, not buyers

Praemium moves to acquire PowerWrap

New report: COVID-19 opens opportunities for advisers

Advised clients seeing increased financial reassurance

Are there code of ethics risks for advisers making retirement income recommendations?

Advisers' platform loyalty wanes

Iress integrates FE Analytics into Xplan

Sequoia FG buys Total Cover Australia

Aussie passports hold up in face of COVID-19 restrictions

ME

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