Latest Financial Planning & Services News from Money Management

Term Content Search API

5 February

Financial planning

FPA signals cooperation with Govt on RC recommendations

The Financial Planning Association has committed to “working proactively” with the Government to address the Royal

Highly complex claims processes are forcing superannuation fund members to seek lawyer assistance in making insurance claims.

5 February

Financial planning

FSC backs RC final report, gets on with task ahead

The Financial Services Council has welcomed the release of the Royal Commission’s final report and acknowledges it

Financial services consumers would be better protected if the regulators could better target product manufacturers, according to the FPA.

5 February

Financial planning

Consumers now in better position against big banks

The recommendations from the Royal Commission final report have helped level the playing field for consumers

4 February

Financial planning

Royal Commission had as many misses as hits

Mike Taylor writes that when the dust settles on the Royal Commission into Misconduct in the banking,

4 February

Financial planning

Hayne holds boards and senior management responsible

The Royal Commissioner, Kenneth Hayne, has made clear he holds boards and senior management responsible for

4 February

Financial planning

Grandfathering to end

The Federal Government has committed to a timetable to ending grandfathering and to entertaining life/risk

4 February

Financial planning

Ceasing ongoing service fees to cost CBA $40m

The cessation of ongoing service fees for salaried planners will cost the Commonwealth Bank $40 million.

Australians are more willing to cut back on investment plans and life insurance than car insurance and mobile phones, a survey finds.

4 February

Financial planning

Hayne calls for end of advice fee deductions

The Royal Commission has recommended the deduction of any advice fee other than intra-fund advice from a MySuper

4 February

Financial planning

Dishonest adviser faces decades in jail

A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner,

4 February

Financial planning

Will planning execs face prosecution?

The question at the forefront of many minds in the financial planning industry is whether any individual

4 February

Financial planning

Due diligence vital in new buyer’s market

Both the Royal Commission final report and FASEA’s reforms could intensify changes already underway to how

Those who design family trusts should consider whether the guardians they appointed were fiduciaries to avoid deadlocks and conflicts in the future.

1 February

Financial planning

Sep12

Future of Wealth Management 2019 - Advice

Agent 86

The unintended consequences of such a ridiculous requirement by Govt is utterly unacceptable and...

Have product providers jumped the gun on grandfathering?4 hours 8 min ago

CJ

did you not read what was written? What's left are the clients that aren't serviceable...

Have product providers jumped the gun on grandfathering?4 hours 11 min ago

Stevenduh

Hello. And Bye.

The changing face of insurance5 hours 20 min ago

Financial planning

Term Content Search API

FPA signals cooperation with Govt on RC recommendations

FSC backs RC final report, gets on with task ahead

Consumers now in better position against big banks

Royal Commission had as many misses as hits

Hayne holds boards and senior management responsible

Grandfathering to end

Ceasing ongoing service fees to cost CBA $40m

Hayne calls for end of advice fee deductions

Dishonest adviser faces decades in jail

Will planning execs face prosecution?

Due diligence vital in new buyer’s market

FPA hits back at ISA claims on adviser trust

Time to shift to a low cost Managed Account solution

Has the financial services industry failed retirees?

How do we plan for an uncertain future?

Why direct ownership makes sense for your clients

Go Global with Legg Mason

Agent 86

CJ

Stevenduh

Education

News

Features

Events

Financial planning

Term Content Search API

Equities

Fixed Income

Managed Accounts

Agent 86

CJ

Stevenduh