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

Financial Planning

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns.

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
Managed Accounts Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform.

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
IOOF purchased a minority stake in GROW Super to help the wealth group expand and boost the digital capabilities of its own financial adviser network.

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
The Association of Financial Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority.

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider.

Planners vital to closing super gap: Research

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
Latest research from Roy Morgan suggests there is greater potential for the superannuation gap to be closed if women were more inclined to engage a financial planner.

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
Organisations that have partnered with fintechs are reaping process efficiencies, but quite a number are still sceptical of their merits, Financial Standard's latest spot poll shows.

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
The concept of financial wellness is beginning to drown traditional advice models and a new platform is looking to help save advice practices in need of futureproofing.

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
The Federal Court has banned financial advice firm Wealth and Risk Management (WRM) and its related companies from operating in financial services for 18 years, and ordered the group to pay $7.8 million for engaging in unconscionable conduct.

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
The growing demand for aged care planning will shift financial advisers' service offering and provide a new source of revenue in the medium-term, a joint study by Aged Care Steps and Swiss Re reveals.