Latest Financial Planning & Services News from Money Management

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There are several factors that might help limit the downside of Brexit negativity, according to Instreet Investment.

23 August

Financial planning

Threat of German recession is positive for Brexit deals

The possibility of a recession in Germany is proving a positive for UK Prime Minister Boris Johnson as he works on

23 August

Financial planning

PlanPlus announces global financial planning awards winners

Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia.

22 August

Financial planning

Centrepoint’s new strategy brings profit turnaround

Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit

22 August

Financial planning

FPA members to receive education discounts

Members will be given discounts between 10 to 15 per cent across five institutions.

22 August

Financial planning

Do managed accounts equate to in-house products?

A senior financial services lawyer has warned that managed accounts may equate to the selling of in-house assets

Advisers were hesitating to use social media to engage with clients for fear of reputational risk, while also citing lack of education as an issue.

22 August

Financial planning

AFA recommends ‘opt-in’ for social media complaints

The Association of Financial Advisers has recommended to the Australian Securities and Investments Commission that

22 August

Financial planning

Perpetual positions for growth despite profit decline

Perpetual believes its wealth business, Perpetual Private, is positioned for growth despite a full-year decline in

22 August

Financial planning

Australian property at risk of trade war contagion

A sharp slowdown in the Chinese economy caused by the US/China trade war would be detrimental for the Australian

22 August

Financial planning

Easton’s profit up by 54%

Easton Investments has announced 54 per cent growth in its statutory profit and 17 per cent growth in underlying

The Financial Services Council is arguing for more industry self-regulation, describing Trowbridge as the “gold standard”.

21 August

Financial planning

ASIC to review grandfathering steps

Financial services entities providing grandfathered remuneration to licensees and advisers will be scrutinised by

The objective of superannuation lacked clarity and simplicity while definitions of adequacy remained and ambiguous and lacked consensus, the SMSF Association Conference has heard.

21 August

Financial planning

Tell us how advisers will be affected, demands AFA

Questions have been asked about how and to what degree advisers will be affected when the Australian Securities

21 August

Financial planning

IOOF meets target for APRA conditions

IOOF believes it has successfully completed all items required of it by the Australian Prudential Regulatory

Market Insights

Meeting the needs of tomorrow’s client

16 September 2019

Go Beyond Borders and Benchmarks for Income

1 September 2019

Mounting signs the global economic expansion is losing momentum

16 September 2019

Podcast series: Emerging market debt

13 September 2019

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Oct23

Women in Financial Services 2019

V. Smart FP

Just get hold of a current copy of the internal ca magazine acuity, or in the black of CPAA, and...

Major accounting bodies want far more than accountant’s exemption2 days 2 hours ago

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my sentiments exactly. respect. must be another smart highly qualified fp, just like me.

Major accounting bodies want far more than accountant’s exemption2 days 3 hours ago

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Many more accountants go to jail every year than planners

Major accounting bodies want far more than accountant’s exemption2 days 4 hours ago

Financial planning

Term Content Search API

Threat of German recession is positive for Brexit deals

PlanPlus announces global financial planning awards winners

Centrepoint’s new strategy brings profit turnaround

FPA members to receive education discounts

Do managed accounts equate to in-house products?

AFA recommends ‘opt-in’ for social media complaints

Perpetual positions for growth despite profit decline

Australian property at risk of trade war contagion

Easton’s profit up by 54%

ASIC to review grandfathering steps

Tell us how advisers will be affected, demands AFA

IOOF meets target for APRA conditions

Meeting the needs of tomorrow’s client

Go Beyond Borders and Benchmarks for Income

Mounting signs the global economic expansion is losing momentum

Podcast series: Emerging market debt

V. Smart FP

V. Smart FP

Wildcat

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