Latest Financial Planning & Services News from Money Management

Guides

23 July

Financial planning

FPA launches new CPD platform

The Financial Planning Association has launched a new CPD platform aimed at aggregating FPA, Financial Adviser

A law firm has warned on the restrictive definitions of what qualifies as a fixed trust for tax purposes, adding it must not be assumed a unit trust was necessarily a fixed trust.

23 July

Financial planning

Should product advice negate tax deductibility?

Most financial advisers strongly support the tax deductibility of advice, except where it involves products sales

Around 350 Australians with links to Swiss banking managers were likely to have been involved in a tax evasion scheme and will be investigated by the Serious Financial Crime Taskforce.

22 July

Financial planning

FPA urges tax-deductibility for ‘registered’ planners

The Financial Planning Association has urged the Government to make financial advice tax-deductible if it is

All three William Blair Australian funds have been awarded ‘superior’ ratings from research house, SQM Research.

19 July

Financial planning

Adviser Ratings expands Smart Tools services

Adviser Ratings has launched a range of direct to consumer digital financial planning solutions on its Smart Tools

Small and medium business confidence had surged to the highest level since early 2010 with an eight point rise on a net basis.

19 July

Financial planning

Businesses see confidence boost following election

There was a sharp lift in business confidence in the second quarter of 2019, according to the quarterly NAB survey

Australian equities small cap, 8EC posted its maiden dividend for the half-year ended 31 December.

18 July

Financial planning

ClearView resets its financial advice business

ClearView has announced the removal of its financial advice segment from embedded value calculations as a part of

AMP has today announced the launch of a series of new features to AMP Elevate insurance to increase flexibility of offerings.

18 July

Financial planning

AMP maintained equity stake strategy

Barely a month out from its half-year results announcement, AMP has confirmed it has maintained its strategy of

18 July

Financial planning

Advisers are not just investment managers

Advisers should aspire to add value and go beyond being only investment managers selecting investments on behalf

ASIC has cancelled Lotus Securities AFSL after it breached several of its key obligations.

17 July

Financial planning

ASIC cancels licence of first firm prosecuted on best interests

The first financial planning firm ever prosecuted for breach of client best interests has had its license

17 July

Financial planning

Xplore Wealth exits Queensland financial planning business

Xplore Wealth has announced the sale of its 50 per cent stake in Queensland financial planning business McGregor

17 July

Financial planning

FPA confirms CFP sign-ups have taken hit

The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation

The IPA has supported the Misuse of Market Power Bill but believes there are amendments that unnecessarily complicate the law.

17 July

Financial planning

Support growing for advice/accounting convergence

Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of

Financial planning

Guides

FPA launches new CPD platform

Should product advice negate tax deductibility?

FPA urges tax-deductibility for ‘registered’ planners

Adviser Ratings expands Smart Tools services

Businesses see confidence boost following election

ClearView resets its financial advice business

AMP maintained equity stake strategy

Advisers are not just investment managers

ASIC cancels licence of first firm prosecuted on best interests

Xplore Wealth exits Queensland financial planning business

FPA confirms CFP sign-ups have taken hit

Support growing for advice/accounting convergence

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