Latest Financial Planning & Services News from Money Management

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XTB has expanded adviser access to its pure fixed income SMA model portfolio on to Macquarie Wrap.

29 November

Financial planning

Future SOAs to be interactive

Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional

Cardena Private Wealth has joined Fortnum Financial Advisers after 14 years with AMP’s Hillross dealer group.

29 November

Financial planning

Westpac reversal over offshore jobs a ‘win for common sense’

Westpac has decided it will not offshore 16 personal banking service centre jobs to Manila.

28 November

Financial planning

Westpac appoints board financial crime committee

Westpac has announced the appointment of a board financial crime committee and Promontory Financial Group to

28 November

Financial planning

Licensees face potential court action of FDS failures

The Australian Securities and Investments Commission has foreshadowed court action in the wake of a review of fee

28 November

Financial planning

CommInsure sentenced and fined $700k for hawking

Colonial Mutual Life Assurance Society, trading as CommInsure, has been convicted of 87 counts of life insurance

28 November

Financial planning

Westpac offers SPP withdrawal option

Westpac has announced it will provide a share purchase plan withdrawal option for SPP applicants who applied for

The big banks did not appear to have any systems or services in place to assist their members to recover unpaid super, according to ISA.

28 November

Financial planning

Did ASIC cover for FASEA code shortcomings?

Industry submissions to the Financial Adviser Standards and Ethics Authority were calling for a 12-month adviser

28 November

Financial planning

How do you feel about FASEA?

Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in

Technology boosts education but doesn't replace adviser

28 November

Financial planning

FPA launches online peer forum

The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online.

28 November

Financial planning

Westpac withdraws AGM resolutions

The bank’s 2019 AGM will not include the grant of equity to chief executive Brian Hartzer and the re-election of

Centrepoint has launched a medical service to improve the underwriting experience for clients and advisers.

27 November

Financial planning

Perpetual acquires risk advisory firm

Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy

An application made by a former AMP planner to restrain ASIC from making a banning decision has been dismissed by the Federal Court.

27 November

Financial planning

Federal Court finds Dover Financial Advisers made false statements

The Federal Court of Australia has found that Dover Financial Advisers made false and misleading statements in

Market Insights

A new way to boost income while seeking to protect capital

1 December 2019

U.S. Outlook: Maintain balance in this election year

1 December 2019

Robeco's educational modules on factor investing and sustainability

19 November 2019

Build a Strong Core

1 November 2019

Dino

financial planners and FASEA
like Turkeys looking forward to XMAS.

FASEA extension legislation now on notice paper22 hours 44 min ago

Chris Tobin

AMP are desperate. A feel good press release to announce the intro of 12 month Service...

AMP shifts advisers to annual advice agreements22 hours 51 min ago

Michael Baragwanath

Welcome to 5 years ago for us. We had a hell of a time convincing A Magnificent Planning...

AMP shifts advisers to annual advice agreements22 hours 53 min ago

Financial planning

Term Content Search API

Future SOAs to be interactive

Westpac reversal over offshore jobs a ‘win for common sense’

Westpac appoints board financial crime committee

Licensees face potential court action of FDS failures

CommInsure sentenced and fined $700k for hawking

Westpac offers SPP withdrawal option

Did ASIC cover for FASEA code shortcomings?

How do you feel about FASEA?

FPA launches online peer forum

Westpac withdraws AGM resolutions

Perpetual acquires risk advisory firm

Federal Court finds Dover Financial Advisers made false statements

A new way to boost income while seeking to protect capital

U.S. Outlook: Maintain balance in this election year

Robeco's educational modules on factor investing and sustainability

Build a Strong Core

Dino

Chris Tobin

Michael Baragwanath

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Dino

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