Latest Financial Planning & Services News from Money Management

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The Grattan Institute has accused the major superannuation industry groups of pursuing vested interests in seeking a more aspirational objective for superannuation.

18 November

Financial planning

Vendor finance a solution for new adviser practices

As planners may struggle to obtain finance to buy new practices, vendor finance may be a solution, according to a

15 November

Financial planning

FASEA board accused of shunning industry

Questions are being asked about why the board of the Financial Adviser Standards and Ethics Authority has avoided

14 November

Financial planning

Industry fund boss worries about obligations to IFAs

Australian Super chief executive, Ian Silk has questioned whether industry funds might have to accept

Extensive consultation will be needed between the Govt, the ATO and the financial services industry to overcome the technical intricacies of Budget implementation.

14 November

Financial planning

Should advisers be part of FASEA consultation?

Financial advisers have questioned why dealer group licensees rather than practicing advisers have been included

Two former IPAC advisers have been recruited by Fitzpatricks Private Wealth, boosting its Victorian presence.

14 November

Financial planning

Would small IFAs be better off on salary?

Rising authorised representative costs might make it more sensible for independent financial advisers with

14 November

Financial planning

Inconsistent ESG data holding back effective adoption

As environmental, social and governance principles move into the mainstream, inconsistency in the way data is

The Commonwealth Bank will back-pay up to eight years’ in SG contributions to its past and present part-time employees.

13 November

Financial planning

Adviser redundancies confirmed at CBA

The Commonwealth Bank has confirmed a round of redundancies is underway within Commonwealth Financial Planning.

13 November

Financial planning

Fix the code or delay implementation says AFA

With financial planning groups meeting with the Financial Adviser Standards and Ethics Authority today, the

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

13 November

Financial planning

Older homeowners prefer to stay put

Even with the Government’s downsizer initiative, majority of Australian’s are staying put in their family home

13 November

Financial planning

Bias in ESG ratings can lead to lack of compliance

Flaws in the methodology used to rate environmental, social and governance compliance in companies meant they

12 November

Financial planning

57% of adviser practice income at risk

The Association of Financial Advisers has accused the Financial Adviser Standards and Ethics Authority of

A new ASX study with Deloitte Access Economics has confirmed it’s all about control for those who shun financial advice.

12 November

Financial planning

CBA wants to stay in advice says Comyn

The Commonwealth Bank intends staying in the advice market despite its recent close-down of aligned advice and the

Market Insights

Investing in China: Opportunity amid turmoil

12 November 2019

The price of staying home

18 November 2019

Robeco's educational modules on factor investing and sustainability

19 November 2019

Build a Strong Core

1 August 2019

Real World

ISF member: Can I consolidate my two super funds?
Call Centre person: Yes, I will send you...

ASIC answer confirms Hayne got it wrong on intra-fund advice1 hour 30 min ago

anon

Old timer..add a fourth word..bankrupt

ASIC answer confirms Hayne got it wrong on intra-fund advice1 hour 48 min ago

Maybe

Maybe the opening and closing balances for each year since say 2008 not quite balancing after a...

NAB exit date for MLC uncertain2 hours 3 min ago

Financial planning

Term Content Search API

Vendor finance a solution for new adviser practices

FASEA board accused of shunning industry

Industry fund boss worries about obligations to IFAs

Should advisers be part of FASEA consultation?

Would small IFAs be better off on salary?

Inconsistent ESG data holding back effective adoption

Adviser redundancies confirmed at CBA

Fix the code or delay implementation says AFA

Older homeowners prefer to stay put

Bias in ESG ratings can lead to lack of compliance

57% of adviser practice income at risk

CBA wants to stay in advice says Comyn

Investing in China: Opportunity amid turmoil

The price of staying home

Robeco's educational modules on factor investing and sustainability

Build a Strong Core

Real World

anon

Maybe

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anon

Maybe