Latest Financial Planning & Services News from Money Management

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12 December

Financial planning

Westpac pledges three streamed approach to rectifying AUSTRAC scandal

The bank’s chief executive told its annual general meeting that it would recruit 200 people in compliance and

Integration of ESG helps asset owners improve returns, according to the State Street Global Advisors’ study.

12 December

Financial planning

Lonsec launches new ESG rating

Financial advisers will be able to identify which ‘sustainable’ products would align with their clients’ values.

11 December

Financial planning

Avanteos imposed with licence conditions after charging fees to dead members

The case had been referred to the Australian Prudential Regulation Authority during the Royal Commission and

11 December

Financial planning

Release of grandfathering submissions reveals positioning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but

The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure.

11 December

Financial planning

Australia’s financial services sector faces 6 risks

The Australian financial services sector must address six critical challenges in order to navigate risks and

10 December

Financial planning

Should ASIC allow advisers flexibility on 12-month opt-in?

Amid concern and confusion around how the Australian Securities and Investments Commission yearly opt-in and fee

10 December

Financial planning

Finally, Hume appoints another FASEA director

Three months after the resignation of Matthew Rowe the Government has looked to former NAB Wealth executive, Will

Kaplan has announced the acquisition of automated compliance solutions provider, Red Marker.

10 December

Financial planning

IOOF looks to acquire of ANZ P&I by early 2020

IOOF and ANZ are working towards completing the transaction regarding OnePath and Oasis by 30 January, 2020.

10 December

Financial planning

Finally, Hume appoints another FASEA director

Three months after the resignation of Matthew Rowe the Government has looked to former NAB Wealth executive, Will

10 December

Financial planning

Australians need to discuss their will with children

Over half of Australian parents have not discussed their will or legacy with their children, according to a

9 December

Financial planning

APRA approves IOOF’s bid to buy OnePath and Oasis

IOOF structural changes enhanced its registrable superannuation entity licensees ability to comply with fiduciary

Infrastructure investment house, The Private Capital Group, has rebranded to Gardior, in a bid to attract new investors.

9 December

Financial planning

May21

Fund Manager of the Year Awards 2020

Sep24

Future of Wealth Management Conference 2020

Anon

Most medical specialists do operate pretty much according to this model. They have a low...

A third of life clients considering changing advisers5 hours 50 min ago

Anon

True, but my point is people are more than happy to pay for a service/advice event if it doesn...

A third of life clients considering changing advisers6 hours 48 min ago

Dan the man

On the basis of the comments above, no one would ever license with a centrepoint alliance...

Price not the only factor when picking licensee8 hours 34 min ago

Financial planning

Guides

Westpac pledges three streamed approach to rectifying AUSTRAC scandal

Lonsec launches new ESG rating

Avanteos imposed with licence conditions after charging fees to dead members

Release of grandfathering submissions reveals positioning

Australia’s financial services sector faces 6 risks

Should ASIC allow advisers flexibility on 12-month opt-in?

Finally, Hume appoints another FASEA director

IOOF looks to acquire of ANZ P&I by early 2020

Finally, Hume appoints another FASEA director

Australians need to discuss their will with children

APRA approves IOOF’s bid to buy OnePath and Oasis

Madison FG rebrands to Sargon Adviser Services

Anon

Anon

Dan the man

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