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

Financial Planning

CFS slashes entry bar to wholesale platform

ALISON BEVEGE  |  WEDNESDAY, 9 MAR 2011
Colonial First State has launched an aggressive bid for market share by opening Australia's biggest wholesale investment platform to small investors, positioning itself for a future commission-free superannuation market.

FPA to reset membership criteria

ALISON BEVEGE  |  TUESDAY, 8 MAR 2011
The Financial Planning Association is seeking to restrict its membership with constituents to vote on the proposals in April.

New Berkshire fund buys Buffet

ALISON BEVEGE  |  MONDAY, 7 MAR 2011
Investment group JB Global is offering a second capital-protected fund investing in Warren Buffet's Berkshire Hathaway.

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
Investment Administration Services (IAS) encourages both boutique and large dealer groups to embrace managed accounts as the firm's funds under administration (FUA) hits $650 million.

No $900 slug for planners: FPA

ALISON BEVEGE  |  MONDAY, 7 MAR 2011
The Financial Planning Association said it won't be asking financial planners to pay increased fees of $900 under its proposed new fee structure.

FOFA briefing fails to shed light on adviser concerns

MICHELLE BALTAZAR  |  FRIDAY, 4 MAR 2011
A financial adviser who attended the FOFA information session in Brisbane yesterday walked away with more questions than answers on how the public can benefit from the proposed reforms.

OnePath upgrades OneCare tracking

ELISE BURGESS  |  FRIDAY, 4 MAR 2011
Advisers using OneCare can better monitor what happens during the underwriting phase of their client applications after a system upgrade rolled out this year.

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology.

More tailored advice for baby boomers: Salt

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisers who abandon the 'one-size-fits-all' approach when serving their baby boomer clients are better positioned to grow their business, said Bernard Salt, KPMG partner.

MLC program attracts new planners

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
MLC aims to make a career switch into financial planning easier for people already working in the financial services industry through a new educational program.