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

Financial Planning

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
The delegator, the validator, and the self-directed - when it comes to managing personal wealth, research from NAB shows Australians continue to fall into one of three key investor personas.

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards.

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
AMP will strengthen its goals-based financial advice capabilities through a partnership with a US advice business, collectively working to develop a new wealth management operating system and share intellectual property.

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at this week's Best Practice Forum in Managed Accounts, hosted by Financial Standard.

FPA supports children's financial literacy

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
The Financial Planning Association of Australia has partnered with an 'edtech' start-up to help boost financial literacy skills of young Australians.

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
Indicating a rise in the number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female.

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1.

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named.

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists.

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners.