Latest Financial Planning & Services News from Money Management

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28 June

Financial planning

Netwealth still tops satisfaction ratings

Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends

ASIC warns against use of binary option provider

28 June

Financial planning

TPB warned it risks accelerating adviser exodus

The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need

28 June

Financial planning

Life risk sales fall to five-year low

New sales of individual life risk have reached their lowest value over the last five years, falling 11 per cent

Global asset manager, AllianceBerstein (AB) has been awarded a $140 million mandate

28 June

Financial planning

Cash rate on way to 0.50%

Experts surveyed by Finder have said they believe the Reserve Bank will cut the cash rate on Tuesday.

27 June

Financial planning

Deakin launches online study tool

Deakin University has launched a new online interactive tool aimed at helping financial advisers determine the

27 June

Financial planning

All Spectrum Advice ARs terminated as of 30 June

Freedom Insurance Group has confirmed that the authorisation of all Spectrum Advice authorised representatives

27 June

Financial planning

FASEA launches education pathway tool

The Financial Adviser Standards and Ethics Authority has released an online tool to give advisers feedback on

A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption.

27 June

Financial planning

First planners, now accountants warn of exodus

A major accountancy body has warned the Australian Securities and Investments Commission that rising levies may

27 June

Financial planning

FASEA gives credit to FCHFP and SMSF Specialist designations

The Financial Adviser Standards and Ethics Authority has given credit recognition of prior learning to the key

Financial stress causing substance abuse

26 June

Financial planning

TPB adding to adviser woes says AFA

The Association of Financial Advisers has warned the Tax Practitioners Board that it is simply adding to current

26 June

Financial planning

IOOF CEO acknowledges change to advice model

IOOF’s new-confirmed chief executive, Renato Mota has confirmed the inevitability of change to the company’s

AFSLs have been warned against drafting unfair contract terms as they risk it becoming void if a court rules it unfair, The Fold Legal said.

25 June

Financial planning

Compliance issues continue to erode BOLR pay-outs

The private contractual nature of Buyer of Last Resort arrangements has served to leave the major planning

Financial planning

Term Content Search API

Netwealth still tops satisfaction ratings

TPB warned it risks accelerating adviser exodus

Life risk sales fall to five-year low

Cash rate on way to 0.50%

Deakin launches online study tool

All Spectrum Advice ARs terminated as of 30 June

FASEA launches education pathway tool

First planners, now accountants warn of exodus

FASEA gives credit to FCHFP and SMSF Specialist designations

TPB adding to adviser woes says AFA

IOOF CEO acknowledges change to advice model

Compliance issues continue to erode BOLR pay-outs

The new future of Advice

5 risks that could disrupt the global economy

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