FINANCIAL PLANNING

Financial planning

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

image
Financial planning

The adviser exodus from the industry has continued in the second quarter of the year, with more than 800 leaving the industry from the start of April. ...

image
Financial planning

Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich” ac...

image
Financial planning

Engagement by users over 60 years old has been the highest for AMP’s new Facebook Messenger bot, which is designed to assist those seeking financial help and information ...

image
Financial planning

The answer to running a not-for-profit planning business is to establish it within an industry superannuation, according to evidence given to a key parliamentary committe...

image
Financial planning

Financial planners may not be totally happy with the Financial Planning Association and the Association of Financial Advisers but they aren’t keen on setting up a new bod...

image
Financial planning

Advisers who volunteer in the initiative for at least 60 hours will receive three months of licensee fee relief....

image
Financial planning

The Government is finding itself under pressure to support class order relief around the Financial Adviser Standards and Ethics Authority exam timetable in the wake of th...

image
Financial planning

While industry associations have welcomed the six-month deferral, they have called for the Government to be open to reviewing the timeline given the uncertainty of the CO...

image
Financial planning

As the financial planning industry moves to the end of April, many eyes are being directed towards OneVue and how successful it will be in selling its financial planning ...

image
Financial planning

The checking mechanisms employed by the Australian Securities and Investments Commission prevented a licensee from employing a currently banned adviser....

image
Financial planning

With or without code monitoring bodies or a single disciplinary body, some licensees have been breach-reporting to ASIC on adviser code breaches....

image
Features

As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM ...

image
Financial planning

A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...

image
Financial planning

Trevor William Martin has been sentenced to three years of imprisonment to be served through an intensive corrections order for dishonestly obtaining $208,000 of client f...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 9 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 10 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago