Latest Financial Planning & Services News from Money Management

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25 September

Financial planning

AFA recommends limited adviser role for TPB

The Association of Financial Advisers has recommended a limited advisory role for the Tax Practitioners Board in

Australian SMEs risk significantly underacheiving on their sales price as most lack an adequate exit strategy, with a study showing they lag behind their US and UK counterparts.

25 September

Financial planning

Mid-tier advice groups rise as adviser numbers fall

The overall number of planners employed by the top financial planning groups has dropped 10% year-on-year,

While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe.

25 September

Financial planning

Rise of the robots comes to financial advice

Increasing robot density or the role of software in financial advice has multiple benefits to offer, according to

Schroders has appointed Bennelong’s UK business, BennBridge, as an investment manager for its UK’s Dynamic Absolute Return strategy. Under the terms of the deal, BennBridge would become investment manager of both of Schroders’SAR

25 September

Financial planning

Supreme Court ruling unlikely to affect UK sentiment

The UK Supreme Court’s decision that Prime Minister Boris Johnson acted unlawfully when he suspended Parliament is

24 September

Financial planning

IOOF completes Ord Minnett sale

IOOF has exited its 70% stake in Ord Minnett selling to a consortium of private investors and current Ord Minnett

24 September

Financial planning

Findex targets regional growth

Findex has announced 57 new partner appointments, of whom almost a quarter will be based out in regional areas.

New academic research has confirmed that increasing regulation has been influential in banks deciding to exit elements of their wealth management and insurance businesses.

24 September

Financial planning

2,900 advisers leave industry in wake of banks, AMP

The exit of the Big Four banks and the change in strategy by AMP Limited will see planner numbers decrease by

24 September

Financial planning

Private equity demand grows ‘significantly’

Demand is growing significantly for private equity as companies change how they are raising capital.

The Productivity Commission should focus on the difference that separated Australia from the best retirement systems -- allowing banks to take profits, according to Industry Super Australia (ISA).

23 September

Financial planning

FSC welcomes Australia’s investor-friendly ranking

Australia’s investment fees and expenses is one of the best in the world, according to a report.

20 September

Financial planning

Major accounting bodies want far more than accountant’s exemption

The major accounting bodies want far more than the re-establishment of the accountant’s exemptions – they want a

20 September

Financial planning

Federal Court backs ASIC against Gallop

The Federal Court of Australia has judged in favour of the Australian Securities and Investments Commission in

Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future.

19 September

Financial planning

Are advisers able to satisfy client needs for aged care?

There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey

Market Insights

Bonds: The Shifting Investment Landscape

30 September 2019

Determining the real value of managed accounts

30 September 2019

The managed accounts must-haves

9 October 2019

Build a Strong Core

1 August 2019

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2020

Complete lunatic.

Banks urged to show leniency on grandfathering loans1 hour 37 min ago

Steve

Yes, it is pretty cruzy when you can rock up to work, paid salary & bonuses under the Intra-...

ASIC issues warning on general advice11 hours 43 min ago

Gatekeeper

Go away Troll. Accountants cause far more problems than Financial Planners.

Will ASIC’s review tell the whole story on grandfathering?12 hours ago

Financial planning

Term Content Search API

AFA recommends limited adviser role for TPB

Mid-tier advice groups rise as adviser numbers fall

Rise of the robots comes to financial advice

Supreme Court ruling unlikely to affect UK sentiment

IOOF completes Ord Minnett sale

Findex targets regional growth

2,900 advisers leave industry in wake of banks, AMP

Private equity demand grows ‘significantly’

FSC welcomes Australia’s investor-friendly ranking

Major accounting bodies want far more than accountant’s exemption

Federal Court backs ASIC against Gallop

Are advisers able to satisfy client needs for aged care?

Bonds: The Shifting Investment Landscape

Determining the real value of managed accounts

The managed accounts must-haves

Build a Strong Core

2020

Steve

Gatekeeper

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2020

Steve

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