Latest Financial Planning & Services News from Money Management

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10 May

Financial planning

Consumers left vulnerable over lack of financial literacy

Consumer research released by FINSIA has uncovered an imbalance of financial knowledge which is leading to a high

9 May

Financial planning

Industry fund pays $12,600 over ‘independent advice’

Industry fund HostPlus has been made to pay a $12,600 infringement notice penalty for claiming its advice was ‘

9 May

Financial planning

Labor victory will reinforce planner exit decisions

The election of a Labor Government will confirm rather than increase the number of planners choosing to exit the

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

8 May

Financial planning

Will an ALP victory accelerate planner exits?

Up to 30 per cent of planners have indicated they intend leaving the industry because of the Financial Adviser

Whichever party forms Government has an obligation to consult the financial services industry to end the policy uncertainty.

8 May

Financial planning

Financial planners need to prepare for alternative election outcomes

The outcome of this year’s Federal election could have differing impacts for financial planners regarding each

8 May

Financial planning

Is Australia a good place to invest?

Datasets used to measure past trajectory of Australian population and cultural changes can be drawn upon to

7 May

Financial planning

Former financial adviser pleads guilty

Former financial adviser, Trevor William Martin, has pleaded guilty to dishonestly obtaining client funds.

7 May

Financial planning

Banks’ wealth exits haven't ended product promoting

Some of the major banks may have exited their wealth businesses but that has just meant that bank staff are now

The Washington H. Soul Pattinson cash offer has been accepted by Peter Hall and his associated entities.

7 May

Financial planning

Lonsec makes strategic IMA planner offer

Research and ratings house, Lonsec has made a strategic offer to advice licensees to take control of their managed

FUM in super and retirement incomes sector posted a fall of 3.4 per cent at the end of March as negative earnings more than offset new money flow, according to DEXX&R.

7 May

Financial planning

Half-year bank results see decline

Half-year major bank result analysis by Deloitte shows the banks are still struggling to make growth against the

7 May

Financial planning

Westpac confirms commercial logic of advice exit

Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of

ASIC has commenced civil penalty proceedings against Westpac for breaching home-loan responsible lending laws.

6 May

Financial planning

Westpac takes 24% profit hit

Westpac has taken a 24 per cent hit to its first-half profit as it continues to accommodate hefty remediation

Market Insights

The new future of Advice

19 July 2019

5 risks that could disrupt the global economy

1 July 2019

Master the ETF Conversation | Earn CPD Points

20 June 2019

EVENTS

Aug8

Managed Accounts Webinar 2019 - Ask the Experts

Sep12

Future of Wealth Management 2019 - Advice

Oct23

Women in Financial Services 2019

Hedware

There's been consistent and persistent research by leading people and organisations that...

Frydenberg notes industry fund among under-performers7 hours 35 min ago

Adam

One really has to question membership given the behaviour of their fellow members dragged before...

FPA confirms CFP sign-ups have taken hit9 hours 13 min ago

RobinBris

Since most returns are provided after fees I would think that it would all work out the same in...

Should product advice negate tax deductibility?9 hours 24 min ago

Financial planning

Term Content Search API

Consumers left vulnerable over lack of financial literacy

Industry fund pays $12,600 over ‘independent advice’

Labor victory will reinforce planner exit decisions

Will an ALP victory accelerate planner exits?

Financial planners need to prepare for alternative election outcomes

Is Australia a good place to invest?

Former financial adviser pleads guilty

Banks’ wealth exits haven't ended product promoting

Lonsec makes strategic IMA planner offer

Half-year bank results see decline

Westpac confirms commercial logic of advice exit

Westpac takes 24% profit hit

The new future of Advice

5 risks that could disrupt the global economy

Master the ETF Conversation | Earn CPD Points

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