Financial Planning
DARREN SNYDER  |  FRIDAY, 18 AUG 2017   3:50PM
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight.
More news
Fiducian flags advice acquisitions in report
ALEX BURKE  |  FRIDAY, 18 AUG 2017
As part of its growth strategy, Fiducian highlighted the likely acquisitions of multiple advice businesses over the next 12 months in its annual report.
MyState advice arm grows
JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
The performance of its wealth management division proved to be one of the highlights for MyState last financial year.
New ethical advice certification will drive consumer trust
JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
A new certification for the provision of value-based, ethical financial advice is now available to individual advisers delivering advice free from conflict or incentive.
Investors short on tax-effective structures: Centuria Life
EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future.
Numbers and needs of female HNWs set to grow
JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services.
AFA launches conference program
JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
The Association of Financial Advisers has released the final program for its 2017 National Adviser Conference.
Advisers flock to non-insto licensees
ALEX BURKE  |  FRIDAY, 11 AUG 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research.
MyPlanner inks deal with tech provider
JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
Independent financial advice licensee MyPlanner has become the first dealer group to partner with PractiFI.
Major advice firm endorses first home super saver scheme
DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
A prominent financial advisory firm is backing the Federal Government's First Home Super Saver Scheme even though it has received backlash from superannuation industry bodies.
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