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

Financial Planning

Bowen and Cormann at odds over adviser enshrinement

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
The debate around the enshrinement of the term 'financial planner' has revealed division between Treasurer Chris Bowen and shadow Minister for Financial Services and Superannuation Mathias Cormann.

ClearView reports 92% drop in profits

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
Financial planning dealer group ClearView has reported a 92% drop in profits from last year, with net profit after tax (NPAT) of $1.9 million.

Twitter co-creator to speak at AFA Conference

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
Twitter co-creator Dom Sagolla will be speaking about how the social network started at the Association of Financial Advisers (AFA) Conference in October.

ASIC orders additional AFSL conditions on Sydney firm

LAURA MILLAN  |  MONDAY, 26 AUG 2013
The Australian Securities and Investments Commission (ASIC) has imposed additional licence conditions on the Australian financial services licence (AFSL) of a Sydney-based firm.

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
AMP Financial Planning (AMPFP) is set to continue its adviser recruitment drive on the back of year of planner number growth, according to managing director Michael Guggenheimer.

IOOF remains confident after reporting growth

LAURA MILLAN  |  FRIDAY, 23 AUG 2013
IOOF has reported a $108.8 million underlying net profit after tax (NPAT) for financial year 2013 and remains confident that the business will keep growing despite regulatory changes and business uncertainty.

Countplus blames profit loss on political uncertainty

LAURA MILLAN  |  FRIDAY, 23 AUG 2013
Countplus has reported a net profit after tax loss of 2% for financial year 2013 with its directors saying that the earnings were impacted by falling business confidence, in part due to the upcoming federal election.

WealthSure faces restructure after Court case

LAURA MILLAN  |  FRIDAY, 23 AUG 2013
Perth-based WealthSure has terminated 90 authorised representatives following a Federal Court case against the group and the appointment of a new chief executive.

IPA joins Kaplan in support of ASIC adviser training stance

MARK SMITH  |  FRIDAY, 23 AUG 2013
The Institute of Public Accountants (IPA) has come out in support in of an Australian Securities and Investment Commission (ASIC) proposal that it should not maintain the adviser training register.

Global firm mulls Aussie advice market

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
Global consultancy and risk adviser firm Willis Group has set up a small financial planning business in Australia and is considering the possibility of expanding.