Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 509 results for "IPA"

Fee-for-service faces ultimate risk test

DARREN SNYDER  |  TUESDAY, 19 DEC 2017
Rollout of the Life Insurance Framework (LIF) on 1 January 2018 will be the strongest test of fee-for-service risk advice, a model seen as imperative to the financial advice industry's future. Industry experts say the critical component to make fee-for-service ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
Mental health is an issue growing across Australia and the financial services industry is responding. AMP recently refreshed its mental health training program for financial advisers and the content now exceeds the minimum standards set by the Financial ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Fears that robo-advice is mis-selling products and not delivering the best outcomes for clients continues to raise concerns across the financial advice industry. While the technology behind robo-advice is making it cheaper to invest, it doesn't mean ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

Setting the active record straight

ALEX BURKE  |  MONDAY, 18 SEP 2017
The overall performance of the active management industry is clouded by some well-known and widely-used benchmarks, according to Ariel Investments president Mellody Hobson. Speaking to Financial Standard at the Australian Institute of Superannuation ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
Financial advisers will see a raft of new courses around ethics and integrity as these issues come to the fore ahead of the code of ethics to be introduced from the industry's new regulatory body. Ramping up efforts in ethics education is a bold move ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
Bennelong Funds Management recruited a Betashares account manager for a newly created distribution role. Taking on the new position of director - wholesale sales NSW, David Whitby will provide additional support to high-net-worth and independent advisory ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...

Former investment bankers behind new platform

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
Two former senior JPMorgan and UBS investment bankers have joined forces to launch an online investment platform. Targeting investors seeking exposure to a wide range of asset classes in Australia, Rob Nankivell and Travis Miller said iPartners aims ...