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Financial planning

Allan Gray surveyed 70 advisers with 77% saying COVID-19 will increase demand for financial advice....

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Financial planning

Money Management is seeking feedback from advisers on how the COVID-19 crisis is affecting their business continuity and what are the key challenges they face....

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Financial planning

Money Management readers have expressed their dissatisfaction with the FASEA exam, saying the questions are ambiguous and the exam conditions unfair....

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Funds management

Fund managers’ cash balances are at their lowest levels since March, 2013 at just 4% of assets. ...

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Financial planning

Money Management is seeking feedback from advisers on their thoughts and impressions of the FASEA exam, whether they have sat it or plan to....

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Financial planning

Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....

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Financial planning

More than 70% of financial advisers have expressed doubts they can adhere to the Financial Adviser Standards and Ethics Authority code of conduct as it currently exists....

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Financial planning

Advisers are deeply suspicious of the board of the Financial Adviser Standards and Ethics Authority and nominate the reasons for that distrust as being perceptions of con...

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Financial planning

A Money Management survey has revealed a significant vote of no confidence in the Financial Adviser Standards and Ethics Authority and a desire for ministerial interventi...

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Financial planning

Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in the wake of the recent controversy around the code of et...

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Features

Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...

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Financial planning

Most financial advisers strongly support the tax deductibility of advice, except where it involves products sales such as life/risk policies....

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Financial planning

Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....

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Financial planning

Is there an advice/accounting convergence underway and is it something advisers want?...

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Financial planning

An end to grandfathered commissions in 2021 has proved the final straw for many financial planners who were still debating their future in the industry, according to prel...

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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...

1 week 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...

1 week 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 1 day 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 2 weeks ago