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Financial Planning

AFA launches initiative to connect women in advice

LAURA MILLAN  |  MONDAY, 25 MAR 2013
The Association of Financial Advisers (AFA) has launched an initiative to provide a network and a professional community for women across the full spectrum of the financial advice industry.

Latest Financial Standard issue available on the iPad app

MICHELLE BALTAZAR  |  MONDAY, 25 MAR 2013
In the latest edition of Financial Standard, we publish our feature report on ethical investing, our coverage of the AFA/Plan for Life Awards, latest executive appointments and more.

MFAA to terminate 1,100 mortgage brokers

ALICE URIBE  |  MONDAY, 25 MAR 2013
The Mortgage & Finance Association of Australia (MFAA) could forfeit nearly half a million dollars in membership fees after it terminated 1,100 of its broker members who failed to meet its new educational requirements.

ASIC bans another insurance broker

MARK SMITH  |  FRIDAY, 22 MAR 2013
Financial planners and industry professionals were sent another clear message today that unscrupulous practitioners will face the full force of the regulator with the Australian Securities and Investments Commission (ASIC) permanently banning a Sydney ...

Powerwrap acquires MWH Capital

MARK SMITH  |  THURSDAY, 21 MAR 2013
Independent administration platform provider Powerwrap has acquired financial services firm MWH Capital, it was announced yesterday.

FPA reiterates need for professional qualifications

MARK SMITH  |  THURSDAY, 21 MAR 2013
The Financial Planning Association (FPA) is reminding financial planners through a new marketing campaign that from 1 July 2013 it will be mandatory to hold an approved degree to become a member of the professional association.

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
Wealth management group netwealth yesterday announced the formation of a new national dealer group which it hopes will create an attractive proposition for advisers at all stages of their career.

Govt moves to enshrine 'financial adviser' label

ALICE URIBE  |  WEDNESDAY, 20 MAR 2013
In a widely anticipated move, the government has today tabled a bill that would enshrine the term "financial planner/adviser" into law.

Shartru Wealth and Emerge Business join forces

LAURA MILLAN  |  TUESDAY, 19 MAR 2013
Shartru Wealth Management has opened business as part of boutique investment group Shartru Capital and will be working in conjunction with accounting firm Emerge Business Advisory.

Model portfolios vulnerable to avoidable risks

MARK SMITH  |  TUESDAY, 19 MAR 2013
Many of the model portfolios used by financial advisers to meet investor objectives are susceptible to market shocks and hidden risks, according to a study by van Eyk's Portfolio X-Rays initiative.