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

Financial Planning

Homegrown manager bags global award

LAURA MILLAN  |  MONDAY, 4 MAR 2013
The Pengana Asia Special Events Fund won the Excellence in Investment Management award at the International Alternative Investment Review (IAIR) Asset Management Awards, held last week in Hong Kong, Pengana announced today.

Fee for service mortgage broking for $3500

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
Mortgage broker Independent Mortgage Planners has launched a $3,500 flat-fee brokerage service for home buyers and property investors.

Wealth Enhancers boosts team with AFL talent

LAURA MILLAN  |  FRIDAY, 1 MAR 2013
Financial advice firm Wealth Enhancers is focusing on working out a financial plan for professional athletes and has employed ex-footballer Ben Warren as relationship manager within the Sports and Entertainment department.

Guardian Advice unveils mentoring and equity partnership program

LAURA MILLAN  |  THURSDAY, 28 FEB 2013
Boutique advice network Guardian Advice seeks to attract young advisers and help them start their professional career through a mentoring program and an equity partnership that will be announced within the next eight weeks.

SFG FUA grow 8% to $11.6bn

MARK SMITH  |  THURSDAY, 28 FEB 2013
Shadforth Financial Services has reported solid earnings, funds under advice (FUA) and funds under admin growth, half-year results show.

New regime for accountants: Shorten

BEN COLLINS  |  THURSDAY, 28 FEB 2013
Speaking at an industry briefing, Federal minister for financial services and superannuation Bill Shorten has thanked the Institute of Chartered Accountants (ICAA) for its input in proposed rules regarding the provision of financial advice.

AFA outlines stance on conflicted remuneration

LAURA MILLAN  |  WEDNESDAY, 27 FEB 2013
The Association of Financial Advisers (AFA) has made a submission to the financial services watchdog ahead of the release of a regulatory guide around conflicted remuneration.

AFA ramps up membership campaign

LAURA MILLAN  |  WEDNESDAY, 27 FEB 2013
The Association of Financial Advisers (AFA) hopes to attract at least 1,000 more new members by the end of 2013, AFA CEO Brad Fox told Financial Standard.

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
SFG Australia has proposed a merger with rival WHK Group, days after it announced that wealth manager Lachlan Partners would be integrated into the company.

Latest Financial Standard issue available on the iPad app

MICHELLE BALTAZAR  |  MONDAY, 25 FEB 2013
In the new edition of Financial Standard, we publish our coverage of the annual SPAA SMSF conference, feature opinion pieces from fund managers Tyndall and Threadneedle, and the latest industry news, views and executive appointments.