Latest Financial Planning & Services News from Money Management

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A new survey showed superannuation funds in Australia have an appetite for digital advice but more work to do when it comes to its adoption.

Money Management Original

ASIC confirms advisers don’t back digital advice

Advisers have made it clear to the Australian Securities and Investments Commission that digital advice should not

14 April

Industry news

Advisers gaining favour with HNWs

More high net worth investors say they would value the opinions of financial advisers but few of them have yet

13 April

An advice firm which allegedly gave conflicted advice has been ordered by a court to pay back the lost SMSF monies.

Industry news

Goldsky director charged for dishonesty

Goldsky director, Kenneth Grace, has been charged with operating a financial services business without a licence

13 April

Industry news

The possible $4bn cost to vaccine roll-out delay

The delay to the COVID-19 vaccine roll-out could cost the Government more than $4 billion and increase the

12 April

Constant tinkering and complexity of the superannuation make family home better than super and may help fund the retirement, according to Homesafe MD.

Industry news

Homeowners will need six figures to secure deposit

Research from Finder finds that 11% of aspiring new home buyers will need more than a decade to get a deposit

12 April

Money Management Original

Advisers find exits and revolving doors

Competition generated by IOOF’s acquisition of MLC Wealth has seen the new quarter start with increased movement

9 April

Money Management Original

CFS to close cash and term deposit products

Attributing the move to its upcoming separation from the Commonwealth Bank, Colonial First State has confirmed the

9 April

The Financial Planning Association of Australia and the Financial Executive Women have today announced a partnership to advance the progression of female planners.

Industry news

Gender parity on financial firm boards not yet a reality

While financial and insurance firms are more like to follow the best gender equality practices they still have the

9 April

Money Management Original

Why advisers aren't reporting FASEA exam results

Licensees are responsible for notifying the corporate regulator that their advisers have completed the exam,

8 April

If financial services companies have to help fund the Australian Securities and Investments Commission they want proof that they are getting value for money.

Industry news

Value of advice outweighs costs

New research has confirmed that people who are receiving financial advice believe the benefits significantly

8 April

Industry news

CBA to pay $7m penalty for overcharging interest

In reaching his decision, Justice Lee rejected the submission from the bank that it had acted expeditiously to

7 April

Money Management Original

AFCA's inbuilt moral hazard for financial advisers

Frivolous and vexatious consumers should be made to pay for their persistent use of the Australian Financial

7 April

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Compliance

It is important that the correct interpretation of 'financial product advice' is used...

Can advice be a profession with product sales still legislated?13 min 20 sec ago

Yogi

so thought provoking and shocking. ...so insightful.....who is this guru? I remember reading a...

Can advice be a profession with product sales still legislated?16 min 25 sec ago

Jack Doff

Status Quo. You've absolutely nailed it. Every single thing you just said is what needs to...

Can advice be a profession with product sales still legislated?34 min 54 sec ago

Financial planning

Guides

ASIC confirms advisers don’t back digital advice

Advisers gaining favour with HNWs

Goldsky director charged for dishonesty

The possible $4bn cost to vaccine roll-out delay

Homeowners will need six figures to secure deposit

Advisers find exits and revolving doors

CFS to close cash and term deposit products

Gender parity on financial firm boards not yet a reality

Why advisers aren't reporting FASEA exam results

Value of advice outweighs costs

CBA to pay $7m penalty for overcharging interest

AFCA's inbuilt moral hazard for financial advisers

Compliance

Yogi

Jack Doff

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