Latest Financial Planning & Services News from Money Management

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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 ‘

15 October

Financial planning

ASIC flags life/risk advice surveillance

The Australian Securities and Investments Commission has flagged a surveillance exercise around life/risk advice

Consumers could benefit from a one-stop shop for financial disputes, but must have the right to legal representation, Maurice Blackburn Lawyers said.

15 October

Financial planning

ampfpa retains class action law firm

The AMP Financial Planners Association has retained Corrs Chambers Wesgarth as the law firm it wants to work with

15 October

Financial planning

GBST shareholders vote for sale to FNZ

Publicly-listed technology company, GBST will become part of FNZ following an overwhelming vote on the sale by

15 October

Financial planning

Third gen DC plans to emerge in 5-10 years

Research from the Thinking Ahead Institute showed the future of defined contributions systems are crucial in the

11 October

Financial planning

Govt aborts code-monitoring body move

The Federal Government has aborted code-monitoring bodies in favour of the single adviser disciplinary body

11 October

Financial planning

Survey confirms demand for independent advice

Being genuinely independent and charging by way of transparent fee-for-service represent the future for financial

Market Insights

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30 September 2019

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30 September 2019

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9 October 2019

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1 August 2019

EVENTS

Oct23

Women in Financial Services 2019

RobinBris

I echo SB's comments. It is sad that Payback has been so hurt, and I wish hiim/her well in...

Banks urged to show leniency on grandfathering loans9 hours 51 min ago

Anonymous

I'm sure ASIC will somehow find a way to blame advisers for this but I hope ASIC realise...

Significant design and claims handling issues in TPD found9 hours 58 min ago

Anon

Default TPD in super has always been a problem area, and always will be. It has become the...

Significant design and claims handling issues in TPD found10 hours 58 min ago

Financial planning

Term Content Search API

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

ASIC flags life/risk advice surveillance

ampfpa retains class action law firm

GBST shareholders vote for sale to FNZ

Third gen DC plans to emerge in 5-10 years

Govt aborts code-monitoring body move

Survey confirms demand for independent advice

Bonds: The Shifting Investment Landscape

Determining the real value of managed accounts

The managed accounts must-haves

Build a Strong Core

RobinBris

Anonymous

Anon

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RobinBris

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