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

Financial Planning

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ...

EGM forms require validation: AFA

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
The Association of Financial Advisers (AFA) must verify over 200 individual forms calling for an Extraordinary General Meeting after preliminary checking showed a number of discrepancies.

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees.

Adviser ETF survey winners announced

MARK SMITH  |  WEDNESDAY, 17 AUG 2016
Financial Standard is pleased to announce the winners of two cash voucher prizes as it reveals the results of an extensive survey into advisers' use of exchange traded funds.

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...

Scholarship launched to support female planners

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
Griffith Business School and SunSuper have partnered to introduce a scholarship to assist women in the financial planning industry.

Financial services stalwart backs robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2016
A financial advice industry magnate has affirmed his support of robo-advice, investing in automated advice provider Ignition Wealth.

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
PSK Financial Services has acquired a Chatswood-based financial planning firm, bringing the group's total funds under advice to $2 billion.

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
SMSF trustees are trending upwards in their use of financial planners for the first time since 2007 according to new research jointly released by Vanguard and Investment Trends.

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
Financial services consultant Rice Warner believes there are opportunities for wealth management professionals to capitalise on personal investments outside of superannuation and in a market not always readily recognised.