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

Financial Planning

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Netwealth has launched a free open-source toolkit that wealth management businesses can leverage for innovation workshops in their offices.

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach.

CBA fires up over Dollarmites criticism

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
Commonwealth Bank has responded to widespread criticism of its longstanding Dollarmites program.

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Zurich is phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers.

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
The Financial Planning Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November.

Half of Australians don't have a will

KANIKA SOOD  |  THURSDAY, 4 OCT 2018
About 10 million Australians haven't put together a will and run the risk of having their assets divided by the state, new research has found.

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Interest in managed account solutions is booming with BT Financial Group making significant gains in the space, and preparing to capitalise with the launch of 30 new products.

Royal Commission interim report flawed

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Commissioner Kenneth Hayne's interim report lacks understanding of financial advice and appears to have ignored submissions on the issues raised throughout the Royal Commission.

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia.

Dishonest advice fees dent Westpac earnings

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
Westpac's cash earnings for 2018 will take a $235 million hit due to ongoing remediation to financial advice customers.