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

Financial Planning

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
Life insurers increasing the awareness of client health and wellbeing programs still have hills to climb to win financial planner recommendations, latest industry research shows.

IRESS first half revenues up 8pct, wealth and lending lead

KANIKA SOOD  |  THURSDAY, 23 AUG 2018
IRESS group outstripped its 1H17 revenue by 8% to hit $230 million, led by the wealth and lending segments.

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
Launching a fresh strategy for growth, Centrepoint Alliance announced it is looking to establish a new identity in financial advice with a game plan to recreate its organisational structure and business model.

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
Vanguard's range of diversified managed accounts strategies are now available via Macquarie's Wrap platform.

Advice mentoring opportunities abound

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
Mature-age financial advisers considering leaving the industry before 2024 may find themselves with a new role to fill as the need for professional coaches and mentors grows.

YBR rejects 'opportunistic' takeover bid

KARREN VERGARA  |  TUESDAY, 21 AUG 2018
Yellow Brick Road has rejected a takeover bid claiming the offer price was too low and "opportunistic."

HUB24 lifts targets

KANIKA SOOD  |  MONDAY, 20 AUG 2018
HUB24 has lifted its revenue targets for the next three years, as it its platform and advice licensee swelled their revenues in FY18.

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
The Association of Independently Owned Financial Professionals is urging all financial advisers to reunite and put an end to "repugnant" reforms proposed by the Financial Adviser Standards and Ethics Authority.

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
Latest research from the Financial Planning Association of Australia (FPA) shows parents accessing financial advice are more likely to discuss financial matters with their children.

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
Fiducian Group has reported a 21% rise in underlying net profit and a $1 billion lift in funds under management, administration and advice.