Latest Financial Planning & Services News from Money Management

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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

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute.

Industry news

FASEA's degrees and prior learning recognition still in question

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser

7 July

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Steve

Which is really code for Union based Super fund directors might have to take a minor pay cut....

Govt warned of multi-billion dollar super impacts of extending early release 33 min 41 sec ago

Billy

You all seem to be getting away from the point of the article which states ASIC should recognise...

Melbourne advisers need regulatory flexibility around opt-in, now13 hours 55 min ago

anonymous

it's true all the compliance is due to client's complaining. if there were 0...

FSC pushes scaled advice model minus SOA requirement15 hours 55 min ago

Financial planning

Guides

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

FASEA's degrees and prior learning recognition still in question

Steve

Billy

anonymous

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