Latest Financial Planning & Services News from Money Management

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Stephen Sedgwick’s review into retail banking remuneration was limited in its terms of reference, meaning it did not examine areas of financial services that have been ridden with scandal.

17 January

Financial planning

Has the Royal Commission overlooked an obvious breach?

A former dealer group head and current investment committee chairman believes the Royal Commission and the

17 January

Financial planning

FASEA imposes gap assessment for foreign qualifications

The Financial Adviser Standards and Ethics Authority has announced the imposition of a ‘gap assessment’ for people

Longevity risk concerns have forced pension funds professionals in the APAC region to focus on improving liability valuations, according to State Street.

17 January

Financial planning

Instos show interest in APAC real estate

Institutional investors will increase their allocations to Asia Pacific real estate for the next two years,

17 January

Financial planning

Bezos divorce offers lesson for planners

The complicated nature of the divorce settlement of the Amazon chief executive has prompted a family law firm to

16 January

Financial planning

MGD expands team

Brisbane-based financial services firm, MGD, has expanded its team with the hire of wealth management specialist,

The CFA designation needed a higher degree of professionalism to build the industry integrity and recognition, according to CFA Societies Australia.

16 January

Financial planning

FPA wants formal FASEA recognition of CFP

The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition

16 January

Financial planning

Degree qualified advisers still alarmed by FASEA pathways

A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority

15 January

Financial planning

FASEA issues final education pathways policy

The Financial Adviser Standards and Ethics Authority has issued its final education policy outline with the

15 January

Financial planning

Ending grandfathered trails will enrich banks, not clients

The Association of Financial Advisers has warned that summarily ending grandfathered trailing commissions would

The Victorian Supreme Court has prevented a law firm from proceeding with a proposed class action against IOOF in relation to allegations that it breached its obligations or engaged in misconduct.

15 January

Financial planning

AFA will press for more FASEA amendments

After meeting with the Assistant Treasurer, Stuart Robert, the Association of Financial Advisers has vowed to

15 January

Financial planning

ASIC suspends Halifax Investment’s license

The Australian Securities and Investments commission has suspended the Australian financial services (AFS) licence

14 January

Financial planning

Sep12

Future of Wealth Management 2019 - Advice

Agent 86

The unintended consequences of such a ridiculous requirement by Govt is utterly unacceptable and...

Have product providers jumped the gun on grandfathering?2 days 4 hours ago

CJ

did you not read what was written? What's left are the clients that aren't serviceable...

Have product providers jumped the gun on grandfathering?2 days 4 hours ago

Stevenduh

Hello. And Bye.

The changing face of insurance2 days 5 hours ago

Financial planning

Term Content Search API

Has the Royal Commission overlooked an obvious breach?

FASEA imposes gap assessment for foreign qualifications

Instos show interest in APAC real estate

Bezos divorce offers lesson for planners

MGD expands team

FPA wants formal FASEA recognition of CFP

Degree qualified advisers still alarmed by FASEA pathways

FASEA issues final education pathways policy

Ending grandfathered trails will enrich banks, not clients

AFA will press for more FASEA amendments

ASIC suspends Halifax Investment’s license

Collaboration is key for future of AI: Kaplan, Red Marker

Time to shift to a low cost Managed Account solution

Has the financial services industry failed retirees?

How do we plan for an uncertain future?

Why direct ownership makes sense for your clients

Go Global with Legg Mason

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