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

Financial Planning

OneVue shuffles reporting lines ahead of IPO

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
OneVue has appointed a new head of operations for platform services and re-jigged its reporting lines, as it looks towards its much-anticipated Easter IPO.

Dealer group Infocus buys MLC shares, becomes independent

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
Dealer group Infocus Wealth Management's (Infocus) existing shareholders have bought back MLC's share of the business and will now become fully independently owned.

Consumers join FoFA debate

JAMES FERNYHOUGH  |  TUESDAY, 18 MAR 2014
Consumers have added their voice to the debate over the government's amendments to the Future of Financial Advice (FoFA) reforms, with the launch of the 'Save Our FoFA' campaign.

Advisers have to act in client's best interests: PM

ALEX DUNNIN  |  TUESDAY, 18 MAR 2014
Prime Minister Tony Abbott has echoed claims that regardless of what the government does to the Future of Financial Advice (FoFA) legislation that financial advisers will still have undefined best interests obligations.

Actuate rebrands, now SFG Alliance Services

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
SFG Australia-owned Actuate Alliance Services has rebranded to become SFG Alliance Services as the group continues to consolidate its brands.

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses.

Young clients also looking for aged care advice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Clients in their mid-thirties tend to seek advice in aged care and estate planning, especially when they have little children to look after.

Premium Wealth adds QLD boutique practice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Premium Wealth Management has added Queensland-based practice Total Solutions Group to its dealer group membership base.

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers.

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management.