Latest Financial Planning & Services News from Money Management

Guides

25 November

Financial planning

ASIC bans Melbourne adviser for SMSF advice

Former Apogee adviser, Jihad Soleiman has been banned for six years for unqualified self-managed superannuation

21 November

Financial planning

Perth adviser banned for four years

Perth-based financial adviser, Lawrence O’Neill, has been banned from providing financial services for four years

AllianceBerstein has celebrated its fixed income asset performance with a 50-year anniversary.

21 November

Financial planning

FASEA accused of exceeding its legislative remit

The Financial Adviser Standards and Ethics Authority has been accused of exceeding its legislative remit with a

21 November

Financial planning

ASIC denies knowledge of intra-fund extension

It will be up to the Government to determine whether superannuation funds will be able to use member cross-

Lonsec has maintained its ‘highly recommended’ rating for MLC Inflation Plus, MLC Horizon 2-7 and MLC Index Plus portfolios.

21 November

Financial planning

Westpac’s rating unaffected by money laundering proceedings

Fitch Ratings has said that the AUSTRAC proceedings brought against Westpac were credit negative, but will not

21 November

Financial planning

Money is biggest conversation taboo

Money ranks well above sex, politics and religion as being uncomfortable to discuss, according to a survey from

20 November

Financial planning

ASIC answer confirms Hayne got it wrong on intra-fund advice

Questioning by a Liberal Senator has seen the Australian Securities and Investments Commission confirm that Royal

20 November

Financial planning

Will Hume act to delay code implementation?

The Assistant Minister for Superannuation, Financial Services and Financial Technology has received a written

When the world at large says that banks have a culture problem it is avoiding the underlying issue, according to David Murray.

20 November

Financial planning

Withholding incentives drive positive culture

Organisations should not be surprised if employees exhibit bad culture if the firm is focused on metrics and give

19 November

Financial planning

Total Financial Solutions 2020 end date

CountPlus chief executive, Matthew Rowe has confirmed an early 2020 end-date for Total Financial Solutions, with

The National Australia Bank (NAB) has told a Senate Committee that it will not oppose the Life Insurance Code of Practice becoming registered with the Australian Securities and Investments Commission (ASIC) and therefore legally enforceable. However NAB c

19 November

Financial planning

NAB exit date for MLC uncertain

The burden of client remediation has made the date for National Australia Bank’s exit from its wealth management

The Business Council of Co-Operatives and Mutuals has called on bank customers to change to mutuals and credit unions when the bank levy comes into force on 1 July.

19 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 8 hours ago

Gordon Toy

Amazing.

O Little Code of FASEA2 days 9 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 10 hours ago

Financial planning

Guides

ASIC bans Melbourne adviser for SMSF advice

Perth adviser banned for four years

FASEA accused of exceeding its legislative remit

ASIC denies knowledge of intra-fund extension

Westpac’s rating unaffected by money laundering proceedings

Money is biggest conversation taboo

ASIC answer confirms Hayne got it wrong on intra-fund advice

Will Hume act to delay code implementation?

Withholding incentives drive positive culture

Total Financial Solutions 2020 end date

NAB exit date for MLC uncertain

Future bank advice model is based on salaried advisers

An Old Timer

Gordon Toy

Anon

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An Old Timer

Gordon Toy

Anon