Latest Financial Planning & Services News from Money Management

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14 January

Financial planning

FASEA exam acknowledged as a culling mechanism

The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a

14 January

Financial planning

Australians face uncertain financial future

One in three Australians face an uncertain financial future, according to a joint study by the Commonwealth Bank

PIPA has urged the government to focus on housing affordability policy and implement sensible housing measures.

14 January

Financial planning

Residential property buyers beware in 2019: RiskWise

Major risks associated with the residential property could increase significantly in 2019, according to RiskWise

HSBC has unveiled plans to open an Australian office in order expand its presence in the Asia-Pacific private banking and wealth sector.

11 January

Financial planning

When advice doesn’t come from a planner

As many as six million Australians are looking to wealthier people who they perceive as having financial

11 January

Financial planning

Minister to be told of FASEA failings

The Association of Financial Advisers has vowed to inform the Assistant Treasurer, Stuart Robert, of the lack of

The Government has confirmed that deregistering a trade union is likely to have little impact on the make-up of industry superannuation fund boards.

11 January

Financial planning

Advisers significantly impacted by PC

Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on

Self-managed super fund software provider, Class had entered into a partnership with financial advice specialist, Plenty Plus.

11 January

Financial planning

PC calls for higher SMSF advice standards

With adviser education set to be a continued focus for the industry in the new year, the SMSF Association has

10 January

Financial planning

PC recommends immediate end to super-related trails

Financial planners face a total ban on trailing commissions attaching to superannuation if the Government accepts

Satisfaction with the big four banks was up in April and well above the average, according to Roy Morgan Research.

9 January

Financial planning

Banks see first marginal improvement in customer satisfaction

Bank customer satisfaction has seen its first positive monthly move since prior to the start of the Banking Royal

9 January

Financial planning

Big four banks could suffer as ‘neobanks’ rise

The introduction of open banking legislation this year could see the big four banks lose out to ‘neobanks’ like

Fund manager Legg Mason has reported its operating results for the fourth fiscal quarter ended 31 March 2017.

8 January

Financial planning

HUB24 passes $10b FUA milestone

Platform provider HUB24 has passed the $10 billion in funds under management milestone including a deal with

A new analysis has suggested life/risk advisers are facing an almost immediate 33 per cent reduction in cash flow when the new Life Insurance Framework is activated on 1 January, next year.

8 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

FASEA exam acknowledged as a culling mechanism

Australians face uncertain financial future

Residential property buyers beware in 2019: RiskWise

When advice doesn’t come from a planner

Minister to be told of FASEA failings

Advisers significantly impacted by PC

PC calls for higher SMSF advice standards

PC recommends immediate end to super-related trails

Banks see first marginal improvement in customer satisfaction

Big four banks could suffer as ‘neobanks’ rise

HUB24 passes $10b FUA milestone

Raiz reports drop in FUM

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

Agent 86

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