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

Financial Planning

UBS to expand HNW adviser base

JOHN MCDULING  |  TUESDAY, 7 SEP 2010
UBS Wealth Management aims to hire between 8 to 10 new advisers annually, for a total of 140 by 2015, Clark Morgan, the unit's chief executive, told journalists this morning.

Infocus FUM grows to $3bn

JOHN MCDULING  |  MONDAY, 6 SEP 2010
Financial planning group Infocus Money Management enjoyed a 25 per cent jump in funds under management (FUM) to $3 billion in the year to June, buoyed by the growth of its adviser network.

Equipsuper unveils fin plng campaign

MEDIA RELEASE  |  WEDNESDAY, 1 SEP 2010
Equipsuper Financial Planning launched a "be yourself" communications campaign last week encouraging members to seek professional financial advice - with one in four members requesting follow-up from planners as a result of the initiative.

Australian Ethical profits down, FUM up

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Australian Ethical's funds under management (FUM) rose 12 per cent to $614 million in the year to June, buoyed by net inflows and market movements - but profits fell compared to the previous year.

More million dollar members for MDRT

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Million Dollar Round Table (MDRT) has welcomed a number of new members to its ranks as more financial planners are finding themselves successfully qualifying for membership.

Fiducian posts profits, eyes acquisitions

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
Fiducian Portfolio Services has posted a 25 per cent rise in net profit after tax to $4.11 million, with assets under administration improving to $1.14 billion.

Subscriber-pays ratings approach more critical: van Eyk

RUTH LIEW  |  TUESDAY, 31 AUG 2010
Research houses that are not paid by fund managers for their product ratings are 2.4 times more likely to critically assess the performance of those managers, said van Eyk chief executive, Mark Thomas.

AFA launches FOFA Working Group

ELISE BURGESS  |  MONDAY, 30 AUG 2010
The Association of Financial Advisers (AFA) has launched the Future of Financial Advice (FOFA) Working Group.

More wealth mgmt on web

ELISE BURGESS  |  MONDAY, 30 AUG 2010
Next generation investors and retirees will be relying more on the web for 'rich media' updates on how their investments are faring, said a finance technology expert.

IOOF books $225m net inflows, simplifies ops

MICHELLE BALTAZAR  |  THURSDAY, 26 AUG 2010
IOOF Holdings, the listed financial services group that could become the new owner of the AXA North platform subject to ongoing AXA APH merger talks, books a strong set of full-year results and flags the continuing consolidation of its various business ...