Latest Financial Planning & Services News from Money Management

Guides

28 November

Financial planning

Westpac offers SPP withdrawal option

Westpac has announced it will provide a share purchase plan withdrawal option for SPP applicants who applied for

The big banks did not appear to have any systems or services in place to assist their members to recover unpaid super, according to ISA.

28 November

Financial planning

Did ASIC cover for FASEA code shortcomings?

Industry submissions to the Financial Adviser Standards and Ethics Authority were calling for a 12-month adviser

28 November

Financial planning

How do you feel about FASEA?

Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in

Technology boosts education but doesn't replace adviser

28 November

Financial planning

FPA launches online peer forum

The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online.

28 November

Financial planning

Westpac withdraws AGM resolutions

The bank’s 2019 AGM will not include the grant of equity to chief executive Brian Hartzer and the re-election of

Centrepoint has launched a medical service to improve the underwriting experience for clients and advisers.

27 November

Financial planning

Perpetual acquires risk advisory firm

Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy

An application made by a former AMP planner to restrain ASIC from making a banning decision has been dismissed by the Federal Court.

27 November

Financial planning

Federal Court finds Dover Financial Advisers made false statements

The Federal Court of Australia has found that Dover Financial Advisers made false and misleading statements in

27 November

Financial planning

Westpac needs to halt offshoring jobs: FSU

Offshoring raises serious concerns about service, data, and job implications and reputation matters more than

New investors to benefit more from capital markets

27 November

Financial planning

Financial and life shocks contribute to surge in older homeless Australians

Death of a spouse, relationship breakdown or health decline are the leading causes for homelessness for older

27 November

Financial planning

Aussies living overseas could miss out on CGT exemption

Policy confusion may lead to unreasonable denial of the CGT main residence exemption for Australians living and

26 November

Financial planning

Hartzer to exit Westpac

Both the chairman and chief executive of Westpac are exiting in the wake of the AUSTRAC fiasco.

The financial services industry must overcome barriers and become proactive in achieving professionalism if it is to avoid government intervention.

25 November

Financial planning

May21

Fund Manager of the Year Awards 2020

Sep24

Future of Wealth Management Conference 2020

An Old Timer

Dare I say it ….. Why not make the Future Fund ('Vanilla' flavour; one investment...

Call to place employers under legal obligation on default super2 days 7 hours ago

Gordon Toy

Amazing.

O Little Code of FASEA2 days 8 hours ago

Anon

Clearly this is yet another attempt by union aligned lawyers to bully & intimidate employers...

Call to place employers under legal obligation on default super2 days 9 hours ago

Financial planning

Guides

Westpac offers SPP withdrawal option

Did ASIC cover for FASEA code shortcomings?

How do you feel about FASEA?

FPA launches online peer forum

Westpac withdraws AGM resolutions

Perpetual acquires risk advisory firm

Federal Court finds Dover Financial Advisers made false statements

Westpac needs to halt offshoring jobs: FSU

Financial and life shocks contribute to surge in older homeless Australians

Aussies living overseas could miss out on CGT exemption

Hartzer to exit Westpac

Will Glenfield deliver more clarity on code?

An Old Timer

Gordon Toy

Anon

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An Old Timer

Gordon Toy

Anon