Aligned or independent: Advisers must be relevantBY MARK STORY | WEDNESDAY, 31 OCT 2012 12:30PMWhether advisers choose to stand-alone or stand-aligned, they're both confronted with developing an advice model that resonates with the disparate needs of clients. |
Editor's Choice
IFM Investors appoints global product strategy head
IFM Investors has strengthened its global leadership team with a senior appointment of a former WTW consultant.
Macquarie AM launches venture growth fund
The new fund will provide eligible investors access to late-stage growth companies around the world based on a two-decade track record with more than 350 investments.
Consistent climate disclosures matter: ASFA, ACSI
The Association of Superannuation Funds Australia (ASFA) and the Australian Council of Superannuation Investors (ACSI have joined four other peak investment bodies to push for continued transparent and comparable climate disclosure.
Ironbark expands advice footprint with acquisition
Ironbark Financial Group has acquired a Victoria-based multi-disciplinary firm that specialises in assisting small to medium sized businesses, integrating the practice into its Ironbark Advice brand.
Further Reading
Products
Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Jacqueline Fernley
CHIEF EXECUTIVE OFFICER
ARC POINT OCIO PTY LTD
ARC POINT OCIO PTY LTD
Jacqueline Fernley is a self-confessed nerd, a market animal and as of this year, her own boss. Riddhima Talwani writes.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
After being in the industry for 20 years, I still find it difficult to understand why Financial Planners don't focus on what the objectives are for the client. Then what the strategy is to help them get there. Product becomes secondary. It should not matter whether you are with an aligned Licensee or not. Financial Planning grew from a Product Selling environment (Insurance) and has not transitioned much past that until the GFC. Financial Planning is really simple - we help clients achieve their objectives.