Latest Financial Planning & Services News from Money Management

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29 May

Financial planning

Labour’s shift on Brexit referendum could worry markets

The relief a second Brexit referendum could have on financial markets would be offset by a win by the United

The Parliamentary Committee review into the life insurance industry has received new calls to demand appropriate data properly defining what is and is not ‘churn’.

28 May

Financial planning

AFSL applicants need to act fast on PI cover

With the Royal Commission resulting in a tougher insurance market, organisations looking to get professional

NAB Wealth has confirmed it is writing letters to clients it believes may have received inappropriate advice.

27 May

Financial planning

How ANZ OnePath ramped up grandfathering language

Two letters sent to superannuation fund members by ANZ OnePath have revealed a significant strengthening of

24 May

Financial planning

Have product providers jumped the gun on grandfathering?

Financial advisers have expressed concern and anger at product manufacturers who have written to advice clients

23 May

Financial planning

Increasing food prices hit retirees’ hip pockets

Retirees have seen a slight increase in living costs over the last quarter, according to the ASFA Retirement

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

23 May

Financial planning

FASEA opens foreign qualifications process

The Financial Adviser Standards and Ethics Authority has opened the process for financial planners with foreign

23 May

Financial planning

Wealth management margins face significant squeeze

A new investment bank report has painted a gloomy picture of the Australian wealth management industry in which

Lower interest rates have helped to reduce mortgage stress, according to the survey conducted by Roy Morgan Research.

23 May

Financial planning

APRA proposals might raise risk within mortgages: Fitch

Fitch Ratings believes that the Australian Prudential Regulation Authority proposals could slightly raise risk

22 May

Financial planning

AFCA strengthens team

The Australian Financial Complaints Authority has announced it is recruiting for a number of newly-created senior

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

22 May

Financial planning

FPA and AFA join forces on life/risk commissions

The Financial Planning Association and the Association of Financial Advisers have formed a joint taskforce to help

22 May

Financial planning

Fixed income investors spooked by falling house prices

Australian fixed income investors believe falling house prices pose the biggest risk to credit markets with 95 per

BetaShares has launched two new ETFs that track global leaders in both healthcare and agriculture, on the back of global growth.

22 May

Financial planning

New ‘no rules’ unsettles agricultural exports

Uncertainty from trade wars between the US and China has had an impact on the Australian agricultural sector,

Financial planning

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Labour’s shift on Brexit referendum could worry markets

AFSL applicants need to act fast on PI cover

How ANZ OnePath ramped up grandfathering language

Have product providers jumped the gun on grandfathering?

Increasing food prices hit retirees’ hip pockets

FASEA opens foreign qualifications process

Wealth management margins face significant squeeze

APRA proposals might raise risk within mortgages: Fitch

AFCA strengthens team

FPA and AFA join forces on life/risk commissions

Fixed income investors spooked by falling house prices

New ‘no rules’ unsettles agricultural exports

Why Emerging Markets lead the disruption race?

Capped brokerage - a cost effective pricing model?

Why direct ownership makes sense for your clients

Has the financial services industry failed retirees?

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