Financial Planning

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

READ NOW

Financial Planning

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN | FRIDAY, 6 DEC 2024 2:58PM

South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.

More news

Millions of Aussies want episodic advice: Research

MATTHEW WAI | FRIDAY, 6 DEC 2024

More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON | WEDNESDAY, 4 DEC 2024

The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON | TUESDAY, 3 DEC 2024

Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.

The sensitive conversations advisers shy away from

KARREN VERGARA | TUESDAY, 3 DEC 2024

Financial advisers must build the confidence to talk to clients about sensitive topics such as divorce, financial coercion, and binding financial agreements to help them navigate difficult periods and make a real difference in their lives.

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA | MONDAY, 2 DEC 2024

As the number of AFSL cancellations pile up due to the non-payment of Australian Financial Complaints Authority (AFCA) determinations, far too many financial services firms are taking advantage of the Compensation Scheme of Last Resort (CSLR), treating ...

AMP completes advice licensees sale

KARREN VERGARA | MONDAY, 2 DEC 2024

AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team.

'But for' compensation methodology unfair: FAAA

KARREN VERGARA | FRIDAY, 29 NOV 2024

The methodology used to calculate compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry.

FAAA celebrates adviser excellence

MATTHEW WAI | FRIDAY, 29 NOV 2024

The Financial Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year.

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA | FRIDAY, 29 NOV 2024

Financial advisers are increasingly looking to AI to improve their processes and documentation, but experts warn they must exercise a degree of caution.

PAGE:

Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

Videos

Brought to you by

Under the hood

Gearing up

Confidence guaranteed

Entering a new era

Recipe for retirement readiness

MORE VIDEOS

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

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

DEC

Advisers Big Day Out - Adelaide

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE