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Financial Planning

Weighing the lucrative expat lifestyle

JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
Despite increased complexity in managing their finances, Australian expats are finding themselves with more disposable income and greater savings than ever before.

Rethink property investment: Poll

HARRISON WORLEY  |  MONDAY, 6 AUG 2018
Financial Standard readers overwhelmingly agree now is the time to reassess property investment strategies.

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system.

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head.

FASEA clarifies foreign degrees mistake

JAMIE WILLIAMSON  |  FRIDAY, 3 AUG 2018
The Financial Adviser Standards and Ethics Authority issued a clarification as to which body will assess foreign qualifications under the new professional standards.

Existing but unregistered advisers at risk

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
Existing financial advisers that don't appear on ASIC's Financial Adviser Register will be forced to complete the new exam by 1 January 2019 if they don't register soon.

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night.

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
A financial advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering.

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year.

Financial literacy in females continues to lag

KANIKA SOOD  |  TUESDAY, 31 JUL 2018
Women are falling behind in almost all aspects of financial literacy and by considerable measure, according to the latest HILDA survey.