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

Financial Planning

Australians frustrated with fin companies

RUTH LIEW  |  FRIDAY, 25 JUN 2010
Australia's finance industry, including financial services, has the highest customer turnover following poor customer service, compared with telecoms, internet service providers and insurance, new research shows.

Basis Capital lesson far from over

RUTH LIEW  |  THURSDAY, 24 JUN 2010
The collapse of Basis Capital was a tragic example of what happens when a high risk investment goes wrong, but it's also a reminder of the importance of a well-diversified portfolio, said a planner who had clients invested in Basis products.

FIIG opens corporate bonds to planners

COMPANY RELEASE  |  THURSDAY, 24 JUN 2010
Fixed-income broker FIIG Securities has launched a new service that lets planners access corporate bonds for their clients that have traditionally been the preserve of banks, fund managers and the ultra wealthy.

PM Gillard makes wealth reforms more likely

ALEX DUNNIN  |  THURSDAY, 24 JUN 2010
The elevation of Julia Gillard as Australia's first female Prime Minister makes it more likely that the government's financial services reform agenda will be implemented as planned.

Don't limit adviser choice: Synchron

COMPANY RELEASE  |  WEDNESDAY, 23 JUN 2010
Synchron has renewed calls for firms to not limit advisers to a 'tight' list of platforms, products or risk providers to chase volume bonuses.

Back to basics key to planners successs

RUTH LIEW  |  WEDNESDAY, 23 JUN 2010
Planners who prioritise the basics of running a good business, including monthly reviews and applying staff KPIs, have a higher chance of being successful compared with their peers, according to Macquarie.

Perkovic pushes for FirstWrap market share

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
Nearly six months since joining Colonial First State, Marianne Perkovic, general manager of distribution, is expanding the reach of CFS' FirstWrap platform by hiring a new head of platform sales and targeting SMSF planners.

Securitor tags AFG for mortgages

COMPANY RELEASE  |  MONDAY, 21 JUN 2010
Planning group Securitor has appointed Australian Finance Group as the provider of mortgage aggregation services to advisers.

AFA calls for top advisers

AFA RELEASE  |  MONDAY, 21 JUN 2010
Financial planning groups have until end of July to hand in their nominations for the 2010 AFA Adviser of the Year Award and the 2010 Rising Star of the Year Award by the Association of Financial Advisers (AFA).

Count expands lending

MICHAEL HOBBS  |  FRIDAY, 18 JUN 2010
Count Financial is pushing ahead with its lending expansion plans despite calling off talks with Mortgage Choice three months ago.