Latest Financial Planning & Services News from Money Management

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18 October

Financial planning

Second class action against CFS

Slater and Gordon has become the second to file a class action against CFS for charging FirstChoice Super members

Decimal has partnered with Mercer to offer digital advice through the Eqilize platform.

18 October

Financial planning

ASIC moves result in robo-advice tools shut down

Australian Securities and Investments Commission concerns about the adequacy of advice provided via robo tools has

Research from BT Financial Group showed a third of Australians live pay cheque to pay cheque and also have debt.

18 October

Financial planning

AMP advisers hit by CPD problems

AMP Limited has had to revert to its old adviser learning/CPD platform amid technical problems in moving to its

Is vertical integration the real problem?

18 October

Financial planning

ASIC’s Shipton: Australia ‘missed opportunity’ to prevent RC issues

The industry took a “she’ll be right” attitude in the decade after the GFC where it acted as if nothing was wrong

18 October

Financial planning

TPB targets high risk practitioners

The Tax Practitioners Board has announced it will target 2,000 tax practitioners who were identified as being of

18 October

Financial planning

Pound rallies on UK/EU agreement

The pound has rallied overnight following news of a Brexit deal being reached between the UK and European Union.

Integration of ESG helps asset owners improve returns, according to the State Street Global Advisors’ study.

17 October

Financial planning

Survey shows diverging views on ESG usage

A survey from RBC Global Asset Management has shown despite the rise in popularity of environmental, social and

Platform providers need economies of scale to leverage off a cost base, and agility to adapt to increasing complexity of the business, according to IOOF.

16 October

Financial planning

AMP’s Oliver: Recession unlikely due to lack of excess

Shane Oliver, AMP Capital’s chief economist, says lack of excesses in the economy will prevent any potential

Paul Barrett’s AZ NGA grows on the back of another acquisition funding, this time in the corporate super arena.

16 October

Financial planning

Latitude Advisory added to CountPlus network

CountPlus subsidiary Kidmans Partners has acquired Victorian financial planning practice, Latitude Advisory

16 October

Financial planning

Banks urged to show leniency on grandfathering loans

The Association of Financial Advisers has urged banks who loaned money to advisers to buy books of clients to show

How super funds honour deemed earnings is one of the key questions surrounding the first home super saver scheme, according to HLB Mann Judd Sydney.

16 October

Financial planning

BOLR rights ‘not a sure thing’

The buyer of last resort process is more complicated than advisers might expect as some licensees are focusing on

ASIC warns against use of binary option provider

16 October

Financial planning

ASIC issues warning on general advice

The Australian Securities and Investments Commission has issued a warning to firms seeking to operate under a ‘

Market Insights

Bonds: The Shifting Investment Landscape

30 September 2019

Determining the real value of managed accounts

30 September 2019

The managed accounts must-haves

9 October 2019

Build a Strong Core

1 August 2019

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Women in Financial Services 2019

SB

Payback, unfortunately I do not know anyone in NSW that I could personally recommend, but word...

Banks urged to show leniency on grandfathering loans1 day 14 hours ago

Industry Super Planner

Bob we provide more benefits then the normal retail planner. Best advice in the market place...

ASIC issues warning on general advice1 day 14 hours ago

GT

I'll sell my book and join you in the general advice department. Sounds like a pretty easy...

ASIC issues warning on general advice1 day 14 hours ago

Financial planning

Term Content Search API

Second class action against CFS

ASIC moves result in robo-advice tools shut down

AMP advisers hit by CPD problems

ASIC’s Shipton: Australia ‘missed opportunity’ to prevent RC issues

TPB targets high risk practitioners

Pound rallies on UK/EU agreement

Survey shows diverging views on ESG usage

AMP’s Oliver: Recession unlikely due to lack of excess

Latitude Advisory added to CountPlus network

Banks urged to show leniency on grandfathering loans

BOLR rights ‘not a sure thing’

ASIC issues warning on general advice

Bonds: The Shifting Investment Landscape

Determining the real value of managed accounts

The managed accounts must-haves

Build a Strong Core

SB

Industry Super Planner

GT

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