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

Financial Planning

Wickham Securities chairman banned for two years

LAURA MILLAN  |  WEDNESDAY, 4 SEP 2013
The chairman of the collapsed lender Wickham Securities has been banned from financial services for two years and seven months.

WealthSure undertakes major reform of the business

LAURA MILLAN  |  TUESDAY, 3 SEP 2013
WealthSure is undertaking a full reform of its business after it entered into an enforceable undertaking following concerns by the Australian Securities and Investments Commission (ASIC) over poor compliance and failure to monitor advisers' actions.

ASIC accepts enforceable undertaking from WealthSure

LAURA MILLAN  |  MONDAY, 2 SEP 2013
WealthSure, WealthSure Financial Services and the former chief executive of both companies, Darren Pawski, will be put into an enforceable undertaking (EU) until 2018.

Kenyon Partners renames to Connect Financial

LAURA MILLAN  |  MONDAY, 2 SEP 2013
Kenyon Partners has changed its name to Connect Financial Service Brokers in a move to better reflect the company's role after a change of ownership.

ASIC concerned over "pockets" of poor SMSF advice

LAURA MILLAN  |  MONDAY, 2 SEP 2013
The Australian Securities and Investments Commission (ASIC) has found "concerning pockets of poor advice" which involve recommendations that self-managed super fund (SMSF) investors gear into real property.

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers.

AMP adds four NZ advice firms to network

MARK SMITH  |  FRIDAY, 30 AUG 2013
AMP has grown its presence in New Zealand, with four kiwi financial planning practises joining its AdviceFirst network.

IFS to triple adviser numbers in 3 years

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
Industry Fund Services (IFS) which provides advice services to industry superannuation funds expects to triple its financial planner headcount in the next three years.

In estate planning, beware of remarried clients

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
Clients who have a second, third or even fourth marriage are the most complicated to deal with when it comes to estate planning and this is something advisers should take into consideration.

M&A drives SFG double digit growth

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
Mergers and acquisition activity during recent months have delivered double digit earnings growth for SFG Australia.