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

Financial Planning

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey.

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
The Mortgage & Finance Association of Australia (MFAA) will launch three new self-managed superannuation fund (SMSF) training programs for credit advisers.

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
Paragem Australian Financial Services Licence (AFSL)'s funds under advice (FUA) has reached $1.9 billion after three practices joined the group between May and June 2013.

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
Wealth management group netwealth's advice group has moved its operations on the back of an announcement earlier this month that the wider netwealth group's funds under management had hit the $4 billion mark.

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
A drop in investor concern to its lowest level during any point in the global financial crisis (GFC) has prompted a wave of investment into managed funds, according to a new survey from Investment Trends.

Former Bell Potter adviser sentenced to 5 years jail

LAURA MILLAN  |  THURSDAY, 23 MAY 2013
A former Bell Potter Securities adviser has been sentenced in to five years jail with a non-parole period of three years and nine months for fraudulent conduct that cost investors more than $1.6 million.

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations.

McLean Delmo comes under Bentleys umbrella

JAMES FERNYHOUGH  |  WEDNESDAY, 22 MAY 2013
Melbourne accountancy firm McLean Delmo has joined national accounting group Bentleys network of independent firms.

Tyndall Aus Bond fund added to North platform

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Tyndall Australian Bond fund has been added to AMP's North platform.

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area.