Latest Financial Planning & Services News from Money Management

Term Content Search API

29 November

Financial planning

AFCA will use FASEA code

The Australian Financial Complaints Authority has said it will take the Financial Adviser Standards and Ethics

29 November

Financial planning

ASIC bans two advisers

South Australian adviser Wendy Chapman has been banned for five years, while Queensland adviser Nina Williams has

Small and medium business confidence had surged to the highest level since early 2010 with an eight point rise on a net basis.

29 November

Financial planning

Major vote of no confidence in FASEA

A Money Management survey has revealed a significant vote of no confidence in the Financial Adviser Standards and

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

Financial planners are predicted to be made busy by the Government’s super changes, particularly managing the settings for investments outside of superannuation.

28 November

Financial planning

FPA canvasses new licensing options

The Financial Planning Association is canvassing what the industry might look like over the next half-decade

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

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

v smart fp

choice, the home of failed persons. period.

dwell on that choice, you, are the home of...

Experienced advisers most dissatisfied with FASEA9 hours 27 min ago

Hedware

The issue was that thousands of consumers were getting no financial advice via the '...

Experienced advisers most dissatisfied with FASEA10 hours 36 min ago

SteveJobs

I can foresee particular funds may shift into riskier asset classes in order to bolster their...

20 funds facing immediate heat map pressure15 hours 37 min ago

Financial planning

Term Content Search API

AFCA will use FASEA code

ASIC bans two advisers

Major vote of no confidence in FASEA

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

FPA canvasses new licensing options

Did ASIC cover for FASEA code shortcomings?

How do you feel about FASEA?

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

v smart fp

Hedware

SteveJobs

Education

News

Features

Events

Financial planning

Term Content Search API

Equities

Fixed Income

Managed Accounts

v smart fp

Hedware

SteveJobs