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

Financial Planning

AXA releases new North

ELISE BURGESS  |  TUESDAY, 29 MAR 2011
AXA has officially launched its next generation of the North platform, revealing the upgrade to over 2,000 advisers on its roadshows this week.

BT targets advisers with contribution tracker

MATT WOODINGTON  |  TUESDAY, 29 MAR 2011
BT Wrap releases new product to help advisers monitor clients' super contributions, avoid excess penalties and take advantage of caps, as the deadline for 2011 declarations approaches.

Risk advisers embrace social media

ALISON BEVEGE  |  MONDAY, 28 MAR 2011
Life risk advisers from Brisbane are the most prolific users of Twitter, with 11 per cent using the social media site, and a high 41 per cent are active on LinkedIn, a survey found.

Count enters asset finance market

ELISE BURGESS  |  MONDAY, 28 MAR 2011
Count Financial's 350-firm network can now offer expanded asset finance services to small business clients after forming an alliance with Centrepoint Finance.

Adviser remuneration debate sparks fly

ELISE BURGESS  |  MONDAY, 28 MAR 2011
The Association of Financial Advice (AFA) hits back at Industry Super Fund research claiming consumers save $82,000 by retirement age by avoiding financial adviser fees.

Rogue trader banned for four years

ALISON BEVEGE  |  FRIDAY, 25 MAR 2011
A rogue forex trader has been banned for four years by Australia's corporate watchdog after fleecing the savings of six Gold Coast residents through a pooled fund.

Keep advice a simple business: BTFG

ELISE BURGESS  |  THURSDAY, 24 MAR 2011
Trust and understanding the simplicity of the advice business is the key to surviving FOFA, according to Mark Spiers, general manager of advice, BT Financial Group.

Adviser award highlights need for women-centric advice

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
Concerns about the number of Australian women lacking adequate insurance and retirement savings are behind a new award for female financial advisers.

Platforms bounce back after GFC

ALEX DUNNIN  |  TUESDAY, 22 MAR 2011
Platform funds under administration (FUA) by end December 2010 reached $397 billion, just below its pre-GFC $400 billion 2007 peak, meaning that as terrible as the GFC fallout was, it only set back Australia's wealth creation plans by two years.

ASIC starts shadow shopping

ELISE BURGESS  |  MONDAY, 21 MAR 2011
The Australian Securities and Investments Commissions (ASIC) will look at the "quality" of retirement financial advice available to consumers in a new shadow shopping exercise that will start this year.