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

Financial Planning

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
The six finalists for the 11th annual Association of Financial Advisers (AFA) Adviser of the Year Award have been announced ahead of the October AFA conference.

ASIC questions SMSF advice in proposed guidance

LAURA MILLAN  |  MONDAY, 16 SEP 2013
The Australian Securities and Investments Commissions (ASIC) has called into question the quality of advice given to self-managed superannuation funds (SMSF) investors in proposed guidance it has released today.

AXA fined for poor advice in the UK

LAURA MILLAN  |  MONDAY, 16 SEP 2013
The UK Financial Conduct Authority (FCA) has imposed AXA a financial penalty for giving poor investment advice to NAB-owned banks in the UK.

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
Netwealth advice business is undergoing a major restructure that will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said.

New SFG service launched to reposition boutiques

ALICE URIBE  |  THURSDAY, 12 SEP 2013
SFG Australia (SFGA) has launched a business-to-business offering to assist boutique Australian Financial Services Licence (AFSL) holders with back-end support.

Finance industry integrity called into question

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Stakeholders in financial services have little confidence in the industry's integrity and its capacity to manage conflicts of interest, with almost a third saying that the different sectors don't operate with integrity.

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
Superannuation and retirement planning are the key areas of concern for Australians who decide to seek financial advice.

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
Recent regulatory changes that allow accountants to provide financial advice under a limited licence are likely to increase the appetite for mergers and acquisitions between accounting and advice practices.

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
Independent licensee Bombora Advice has signed on risk protection specialist Complete Risk Analysis (CRA) as its first partner, with more firms expected to jump on board over the coming months.

Elders to axe 10% of workforce

LAURA MILLAN  |  TUESDAY, 10 SEP 2013
Elders will cut 10% of its workforce as part of a business reorganisation which aims to cope with the operating costs of several initiatives that the group has undertaken over the previous years.