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10 December, 2021 |
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Latest News |
Money Management Original | Adviser numbers stabilise as many find new homes | Many advisers, who formally ceased on the Australian Securities and Investments Commission’s adviser register over the past couple of weeks, have landed at the new licensees. |
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Money Management Original | Money coaching could boost advice pipeline for advisers | There is a “reimagined role” for financial advisers where incorporating money coaching to the financial advice process could lead to demonstrable value for advisers and clients, according to Milford. |
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Money Management Original | Associations support Labor’s adviser promise | Financial adviser associations have welcomed Labor’s election promise on education requirements for advisers and the Association of Financial Advisers say it will help thousands of advisers who are still considering their future in advice. |
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Industry News | Data talent shortage imminent at advisories | The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Group. |
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Industry News | FPA appoints Sarah Abood as new CEO | The Financial Planning Association of Australia has appointed Sarah Abood as its new chief executive, replacing Dante De Gori. |
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Industry News | ANZ marks final ASIC civil case from RC | The corporate watchdog’s civil penalty proceedings against ANZ mark the final investigation arising from matters considered by the Financial Services Royal Commission. |
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Outsider |
Money Management Original | Putting family first | Being close to retirement, Outsider and Mrs O have been keeping their eyes on decumulation products and window shopping their options. |
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Money Management Original | A memorable appearance | Appearing before the Senate economics committee via video link with all the associated technical difficulties and political grilling must be a nerve-wracking experience, Outsider can imagine, but it surely can’t be helpful or reassuring for you if the committee cannot remember your name. |
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Money Management Original | Free lunch, eye contact not included | Outsider is delighted to tell our faithful Money Management readers that he has finally scored his first free lunch since the 107-day Sydney lockdown. |
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