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

Financial Planning

CBA, CSSA promote FoFA legal loophole

JAMES FERNYHOUGH  |  MONDAY, 19 MAY 2014
Corporate super specialist advisers have found a legal loophole that could allow them to maintain a business model that has been banned under the Future of Financial Advice (FoFA) legislation.

Beacon approves DomaCom fractional property fund

STAFF WRITER  |  MONDAY, 19 MAY 2014
Beacon Financial Group will add the DomaCom fractional property fund to its approved product list (APL).

FPA campaigns for a separation of product and advice

LAURA MILLAN  |  MONDAY, 19 MAY 2014
The Financial Planning Association (FPA) has asked the government to create "a surgical cut" between product sales and financial advice.

CBA forced to review poor compensation methods

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Commonwealth Financial Planning and Financial Wisdom will have to reopen compensation processes for more than 4,000 clients after its methods were found to be inconsistent and disadvantaged customers.

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
The IOOF bid to acquire all of SFGA shares would result in a non-aligned advice business larger than those of NAB, Westpac and ANZ.

Advisers turn budget into opportunity to engage

LAURA MILLAN  |  THURSDAY, 15 MAY 2014
Tech savvy financial planners have turned fears around the 2014/15 federal budget cuts into an opportunity to highlight the value of advice and engage with their clients on social media.

Safer sex? Women take less risk than men

MARK SMITH  |  THURSDAY, 15 MAY 2014
Overlooking the preferences of the more cautious partner when devising an investment strategy for couples could see planners get a rap from the regulator, risk specialist FinaMetrica has warned.

Budget forces advisers to rethink tax, retirement strategies

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Financial advisers will have to review their clients' tax and retirement strategies, following the release of the 2014 budget.

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai.

David Rae wins Count Adviser of the Year award

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award.