Latest Financial Planning & Services News from Money Management

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Class has posted a 71 per cent increase in net profit after tax thanks to an increase in billable portfolios.

6 May

Financial planning

Wealthy increase cryptocurrency exposure

More than two-thirds of high-net-worth individuals will be invested in cryptocurrencies in the next three years,

3 May

Financial planning

Do industry funds now have an advice advantage?

Amid claims by Industry Super Australia that grandfathering should be ended rapidly and without a client rebate

2 May

Financial planning

AFA rebuts ISA grandfathering claims

The Association of Financial Advisers has expressed utter confusion at why Industry Super Australia would think

2 May

Financial planning

Ending grandfathering impacting emotional health of advisers

The Federal Treasury has been warned that politicians have failed to understand grandfathering with the result

2 May

Financial planning

NAB shareholders hit with 16 per cent dividend cut

NAB has delivered disappointing half-year results, announcing dividends down to 83 cents per share for the period

Inefficient, union-dominated labour markets in some sectors, relatively high corporate tax rates and over-regulation have contributed to Australia’s eroded international competitiveness, Fiducian believes.

2 May

Financial planning

Q1 outflows reveal AMP’s turnaround struggles

AMP Limited has released its first quarter cash flows data and revealed the extent to which it is still seeking to

NAOS Absolute Opportunities Company (NAC) has posted an 11 per cent growth in fully franked dividend for the half-year result ended in December, 2016.

2 May

Financial planning

Mainstream posts growth in FuA

Fund administrator, Mainstream Group Holdings, has posted an 11 per cent growth in funds under administration, on

1 May

Financial planning

Sydney wealth firm sees licence suspended by ASIC

The Australian Securities and Investments Commission (ASIC) has suspended the licence of Sydney-based Australasia

1 May

Financial planning

FPA warns on AFCA PI insurance dilemma

The Financial Planning Association has flagged to the Australian Financial Complaints Authority the high

30 April

Financial planning

CountPlus takes 40% Rundles stake

Publicly-listed financial services firm CountPlus has taken a 40 per cent stake in Melbourne CBD accounting and

The major banks still don’t know precisely how the Government’s new bank levy will work but most are claiming it will be shareholders and customers who ultimately pay.

30 April

Financial planning

Westpac hit by $357m of remediation associated with ARs

Westpac has announced its first half cash earnings will be reduced by $357 million to account for provisions for

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

29 April

Financial planning

AON announces advice exit

AON has announced its exit from financial advice with a management buy-out now on foot by Aon Hewitt Financial

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19 July 2019

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20 June 2019

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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

Wealthy increase cryptocurrency exposure

Do industry funds now have an advice advantage?

AFA rebuts ISA grandfathering claims

Ending grandfathering impacting emotional health of advisers

NAB shareholders hit with 16 per cent dividend cut

Q1 outflows reveal AMP’s turnaround struggles

Mainstream posts growth in FuA

Sydney wealth firm sees licence suspended by ASIC

FPA warns on AFCA PI insurance dilemma

CountPlus takes 40% Rundles stake

Westpac hit by $357m of remediation associated with ARs

AON announces advice exit

The new future of Advice

5 risks that could disrupt the global economy

Master the ETF Conversation | Earn CPD Points

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