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

Financial Planning

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
MGD Wealth has added a third portfolio from Select Asset Management, further strengthening the companies' partnership.

Platforms hit $445bn record

ALEX DUNNIN  |  WEDNESDAY, 25 SEP 2013
Resurgent equity markets during 2012-13 and the fall in the AUD helped drive platform funds under advice up 17% during the year to reach $445 billion, its highest ever level.

van Eyk completes rebrand following NZ acquisitions

MARK SMITH  |  WEDNESDAY, 25 SEP 2013
Research and investment house van Eyk Research has completed its rebrand of Perpetual Asset Management and Perpetual Portfolio Management following its purchase of the two New Zealand businesses earlier this year.

Accountant gets 6 years jail for promoting tax avoidance scheme

MARK SMITH  |  TUESDAY, 24 SEP 2013
A Gold Coast accountant has been sentenced to 6 years jail for promoting a tax avoidance scheme to clients after the case was successfully brought forward by Project Wickenby, a cross-agency Government taskforce fighting against tax evasion, avoidance ...

ASIC accepts EU from two advice firms

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
The Australian Securities and Investments Commission (ASIC) has accepted enforceable undertakings from two financial planning firms.

Judge orders end of class action against WealthSure

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Federal Court of Australia has ordered the class action against WealthSure to stop, but it will allow members to continue the proceedings individually.

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Financial Planning Association has revealed the names of this year' winners of the Best Practice Awards.

AMP's Hillross grows network with 'relaxed' branding

JAMES FERNYHOUGH  |  FRIDAY, 20 SEP 2013
AMP-owned dealer group Hillross Financial Services has added $1 billion to its funds under advice (FUA) over the last year, after adding seven existing practices and 11 start-up firms to its adviser network.

Consumer at centre of this year's AFA Conference

STAFF REPORTER  |  FRIDAY, 20 SEP 2013
Following widespread industry reforms aimed at putting the needs of the client first, this year's AFA Conference will focus on the "Age of the Consumer".

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
The Association of Financial Advisers (AFA) has revealed the names of the six finalists in the 2013 Rising Star of the Year Award, which recognizes the best new advisers.