Latest Financial Planning & Services News from Money Management

Guides

Platinum Asset Management has announced changes to its product fees and plans to launch two new ETMFs in August.

Money Management Original

AFCA panel's $30,000 lookback fee

An Australian Financial Complaints Authority review of a lookback complaint resulted in a fee of nearly $30,000.

29 April

Money Management Original

Three-month rule won't change: FASEA

The Financial Advisers Standards and Ethics Authority says the three-month rule will remain in place as there is

29 April

The major banks still don’t know precisely how the Government’s new bank levy will work but most are claiming it will be shareholders and customers who ultimately pay.

Money Management Original

ASIC should emulate the US SEC model to avoid levy rises

If the Australian Securities and Investments Commission had been tougher on the major banks and AMP over advice

28 April

The Australian Prudential Regulation Authority has sent a clear message to industry funds that it will not be backing down on superannuation fund governance and better board selections.

Money Management Original

Major planning groups in policy discussions

The major financial planning representative groups have met informally to discuss the direction of policy amid the

28 April

Praemium launches managed accounts solution

Money Management Original

More competition in advice software, but Iress still top

Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice

28 April

Industry news

Aussie advisers see lowest rate of ESG requests globally

Despite 83% of individual investors wanting investments that align with their values, just 16% of financial

28 April

ASIC will review its ‘management fees’ regulatory framework (class order) and is seeking feedback from the financial services industry.

Industry news

Centrepoint introduces fee model for part-time advisers

Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee

27 April

Industry news

Top adviser queries on super and contributions

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the

27 April

Industry news

IOOF licensees in ASIC remedial action

ASIC has announced that IOOF licensees, Bridges and RI Advice, have entered into a commitment on remedial action

26 April

Advice businesses principals need to think about succession plans immediately as it could take two to three years to implement.

Industry news

AFA declares win for advisers on claims handling

Financial advisers can comfortably continue to provide clients with assistance around life insurance claims

26 April

Industry news

Planning file notes ‘solid gold’ against disputes

Detailed file notes are one of the biggest factors that can help defend financial planners against complaints and

26 April

Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager.

Money Management Original

More than 60 licensees report net adviser loss

This week saw 61 licensees having reported net adviser losses which accounted for a total of 98 adviser roles.

23 April

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Anonymous

I like Laverne and Shirley. Great show.

Over 1,200 advisers quit year-to-date 2 days 4 hours ago

anonymous

all good. they can do whatever they want. I am just using the next 6 months to talk to all my...

Adviser industry suffering highest levels of burnout 2 days 4 hours ago

anonymous

if you actually make the decision to leave, you will feel so much better, and that will confirm...

Over 1,200 advisers quit year-to-date 2 days 4 hours ago

Financial planning

Guides

AFCA panel's $30,000 lookback fee

Three-month rule won't change: FASEA

ASIC should emulate the US SEC model to avoid levy rises

Major planning groups in policy discussions

More competition in advice software, but Iress still top

Aussie advisers see lowest rate of ESG requests globally

Centrepoint introduces fee model for part-time advisers

Top adviser queries on super and contributions

IOOF licensees in ASIC remedial action

AFA declares win for advisers on claims handling

Planning file notes ‘solid gold’ against disputes

More than 60 licensees report net adviser loss

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