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

Financial Planning

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management launched its inaugural AFA Female Excellence in Advice Award in Sydney last night.

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings.

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Advisers should be using managed accounts to be adviser, manufacturer and the central figure in their clients' financial lives, attendees were told at yesterday's Financial Standard Managed Accounts forum held in Sydney.

Talent shortage needs attention

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Talent shortages in the financial services industry needs to be addressed by senior executives with gender diversity the answer, according to a global finance careers firm.

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
Today's breed of managed accounts can give financial advisers the scale they need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum.

Direct investors dump managed funds

ALEX DUNNIN  |  WEDNESDAY, 4 MAY 2011
Direct share ownership is continuing to rise and it's driving investors out of managed funds, reveals new figures from the latest ASX Share Ownership Survey.

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
Mortgage aggregator Vow Financial is looking to ward off competition from banks by offering financial planning services to retail property investors.

CFS tilts at emerging market returns

ALISON BEVEGE  |  TUESDAY, 3 MAY 2011
Colonial First State subsidiary Realindex Investments has launched an emerging markets index fund that seeks to remove the drag of weighting distortion with value investing techniques.

Advisers sacked, fees halved in "doom" scenario

ALISON BEVEGE  |  MONDAY, 2 MAY 2011
A report stating a quarter of financial advisers would be wiped from the industry and fee revenue halved by 2024 is alarmist, the Association of Financial Advisers said today.

IOOF raises advice stakes

ELISE BURGESS  |  MONDAY, 2 MAY 2011
IOOF Holdings has acquired a minority stake in NSW planning firm, Patron Financial Advice, as part of its plan to expand its existing distribution network.