survey

Financial planning

Adviser survey urges ASIC to be facilitative, lenient

The message from advisers to clients is ‘don’t crystallise your losses’, while the message from a Money Management survey of advisers to the Australian Securities and Inv...

Financial planning

COVID-19 to increase advice demand

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

Financial planning

Advisers vs. COVID-19: survey

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....

Financial planning

Most give FASEA exam thumbs-down

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

Funds management

BofAML: Cash levels reach six-year low

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

Financial planning

What did you think of the FASEA exam?

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

Financial planning

Australians need to discuss their will with children

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

Financial planning

70% of advisers suspicious of code

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....

Financial planning

FASEA board held in deep suspicion

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...

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 Ethics Authority and a desire for ministerial interventi...

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 the wake of the recent controversy around the code of et...

Features

Advice and accounting – convergence

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...