Latest Financial Planning & Services News from Money Management

Guides

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute.

Industry news

FASEA's degrees and prior learning recognition still in question

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser

7 July

Money Management Original

Advisers question QSuper’s new advice model

Is it intra-fund advice or isn’t it? Advisers are asking following QSuper’s change of approach on financial advice.

6 July

Money Management Original

Cormann a loss to financial services

West Australian Liberal Senator, Mathias Cormann is to retire from politics later this year, meaning the financial

6 July

Robo-advice providers in the US were introducing the human element into their automated models, indicating the advice industry was not ready for fully automated services.

Industry news

Have COVID-19 lockdowns driven robo-advice use?

New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice.

6 July

La Trobe Financial has announced plans to broaden its Asian footprint by opening an office in Hong Kong.

Industry news

Hong Kong HNWI could bring additional capital to Australia

High net worth individuals looking to leave Hong Kong due to political tensions could bring long-term economic

6 July

Industry news

QSuper ceases comprehensive advice

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected.

3 July

Money Management Research

The end of FY brings more net losses for adviser numbers

The end of the financial year has brought more changes for licensees which are reflected in their adviser numbers

3 July

Money Management Original

Advisers question FASEA’s two-thirds discount

A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority

3 July

Money Management Original

Costlier degrees another impost for hard-pressed advisers

With the cost of Commerce-related degrees rising by 28% the Association of Financial Advisers is pointing to

2 July

Industry news

De Ferrari told blame yourself, not AMP planners

Plaintiff law firm, Slater and Gordon has claimed AMP Limited has only itself to blame for exposure to class

2 July

New South Wales has outperformed the rest of the country, as east coast states and territories remained ahead of the pack.

Industry news

CountPlus member firm completes acquisition

CountPlus member firm Twomeys has acquired client accounting-based services Cultiv8 Accounting.

2 July

The Finance Sector Union wants an independent Government regulator to handle background checks and other protocols aimed at weeding out financial services bad apples.

Industry news

Societe Generale pleads guilty

The firm has pleaded guilty to four counts of client money breaches, each carrying a maximum penalty of $45,000.

1 July

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What is the difference between how advisers were paid via a commission and intra fund advice?...

ASIC asked for formal written response on intra-fund advice1 hour 34 min ago

Anon

It think ASIC's response will be "everyone is allowed to give whatever advice they...

ASIC asked for formal written response on intra-fund advice3 hours 1 min ago

Realistic

Why assume?

ASIC asked for formal written response on intra-fund advice3 hours 16 min ago

Financial planning

Guides

FASEA's degrees and prior learning recognition still in question

Advisers question QSuper’s new advice model

Cormann a loss to financial services

Have COVID-19 lockdowns driven robo-advice use?

Hong Kong HNWI could bring additional capital to Australia

QSuper ceases comprehensive advice

The end of FY brings more net losses for adviser numbers

Advisers question FASEA’s two-thirds discount

Costlier degrees another impost for hard-pressed advisers

De Ferrari told blame yourself, not AMP planners

CountPlus member firm completes acquisition

Societe Generale pleads guilty

wow

Anon

Realistic

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