Latest Financial Planning & Services News from Money Management

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17 September

Financial planning

ASIC dismantles online fraud syndicate

The Australian Securities and Investments Commission has announced the dismantle of an online fraud syndicate

The Financial Services Council is arguing for more industry self-regulation, describing Trowbridge as the “gold standard”.

17 September

Financial planning

How ASIC ran out of pages to explain grandfathering fall-out

The Australian Securities and Investments Commission chairman, James Shipton, has claimed the regulator simply

A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption.

17 September

Financial planning

New push to reinstate Accountant’s Exemption

The Institute of Public Accountants has emerged at the head of a new push to reinstate the Accountants’ Exemption.

17 September

Financial planning

PI insurance run-off period cut

Advisers looking to buy portfolios will have to find other ways to manage their financial risk of recovery

17 September

Financial planning

Allianz Retire Plus and Macquarie Uni join to measure retirement ‘happiness’

The research project will work with Australians transitioning to retirement and financial advisers giving them

17 September

Financial planning

Cut out cold calling warns FSC

Insurance firms should be prevented from pressuring people to buy products over the phone, according to the

16 September

Financial planning

Grandfathering – ASIC relied on sample-based data

The Australian Securities and Investments Commission has admitted that its earlier pronouncements on ending

16 September

Financial planning

ASIC looks to super funds as advice providers

The Australian Securities and Investments Commission has acknowledged the likelihood of an advice gap,

The finance and insurance services sector recorded the largest gender pay gap of any sector at 33 per cent, a new report showed.

16 September

Financial planning

Shares boost for AMP CEO De Ferrari

AMP chief executive, Francesco de Ferrari, has been given an increase in his performance rights by over six

16 September

Financial planning

Lifespan donates $10k to AIOFP’s fund against grandfathered commissions ban

The advice network has said the grandfathered commissions are a legitimate form of income and the ban would

16 September

Financial planning

FSC backs life insurance changes

The Financial Services Council has thrown its support behind extending Unfair Contract Terms regime to life

16 September

Financial planning

NAB names WSU as preferred education provider

National Australia Bank has selected Western Sydney University as its preferred provider for two of their FASEA-

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

EVENTS

Oct23

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 loans3 hours 13 min 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 advice3 hours 17 min 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 advice3 hours 20 min ago

Financial planning

Term Content Search API

ASIC dismantles online fraud syndicate

How ASIC ran out of pages to explain grandfathering fall-out

New push to reinstate Accountant’s Exemption

PI insurance run-off period cut

Allianz Retire Plus and Macquarie Uni join to measure retirement ‘happiness’

Cut out cold calling warns FSC

Grandfathering – ASIC relied on sample-based data

ASIC looks to super funds as advice providers

Shares boost for AMP CEO De Ferrari

Lifespan donates $10k to AIOFP’s fund against grandfathered commissions ban

FSC backs life insurance changes

NAB names WSU as preferred education provider

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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