The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Financial Planning

Plan B bears market pain

BY MICHELLE BALTAZAR | THURSDAY, 21 AUG 2008 12:30PM

Boutique wealth manager Plan B's full year results were not as stellar as the numbers in the half year although the company still managed to meet its earnings target and dish out higher-than-planned dividends for shareholders.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

Editor's Choice

L1 Group sells Platinum's responsible entity to Equity Trustees

RIDDHIMA TALWANI

L1 Group has offloaded Platinum Investment Management Limited (PIML) to Equity Trustees (EQT), handing over the responsible entity (RE) role for the Platinum funds while keeping investment management in-house.

LGT poaches Koda Capital's top-rated adviser

RIDDHIMA TALWANI

LGT Wealth Management has poached Koda Capital's 2025 top-rated adviser and partner Frank Macindoe.

CareSuper rejigs beneficiary nominations, investment options

KARREN VERGARA

CareSuper has introduced several changes to its investment options and beneficiary nominations.

Fortnum pays $1.35m to settle ASIC lawsuit

MATTHEW WAI

Fortnum Private Wealth will pay a penalty of $1.35 million and ASIC's costs to resolve legal proceedings against the firm over a cyber governance matter which occurred between April 2021 and May 2023.

Videos

Brought to you by

Product showcase: A guaranteed future

Videos

Brought to you by

MAX: Marketing, Advertising and Sales Excellence Awards | Highlights 2026

Videos

Brought to you by

Risk, rates & real: Navigating the now

Videos

Brought to you by

Product showcase: Reframing financial advice

Videos

Brought to you by

Product Showcase: Calm in the chaos

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

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 ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

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.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

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.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

OCT

Chief Economists Forum

Featured Profile

MORE PROFILES

Cliff Man

CHIEF EXECUTIVE OFFICER
ETF SHARES MANAGEMENT LTD

ETF Shares chief executive Cliff Man spent his career automating, building and challenging established systems. Now, he is betting that Australia's ETF market has room for something different. Vinny Vucago writes.

READ MORE