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

Financial Planning

Financial advisers need more support: Wright

MICHAEL HOBBS  |  FRIDAY, 9 OCT 2009
The financial advice industry should provide more support and counseling services to financial advisers that are over-stressed, said an industry executive who criticised the industry's response to assisting its advisers.

Focus on dividend outcome: Insync

RUTH LIEW  |  THURSDAY, 8 OCT 2009
Planners under pressure from clients to prioritise long-term income over capital growth should take note of a fresh strategy from new entrant Insync - a specialist global equities fund manager.

Campbell wins 2009 AFA Adviser of the Year

MICHAEL HOBBS  |  WEDNESDAY, 7 OCT 2009
Graham Campbell, financial adviser at Complete Financial Balance, has won the seventh AFA Adviser of the Year Award at the association's gala dinner held at the Gold Coast last night.

Advisers let down by MMs

ALEX DUNNIN  |  TUESDAY, 6 OCT 2009
Advisers have been let down by under performing multi-manager investments, putting pressure on advisers to rethink how they use their fund research.

Count: 13 times lucky

RUTH LIEW  |  FRIDAY, 2 OCT 2009
Countplus has settled its thirteenth acquisition - purchasing a 25 per cent share in Canberra-based advice firm, Achieve Corporation.

Elders sells 51pc FP stake to Millenium3

COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
Elders has signed a Heads of Agreement to sell 51 per cent of Elders Financial Planning to Millennium3 Financial Services (M3).

Perpetual buys Grosvenor

COMPANY RELEASE  |  THURSDAY, 1 OCT 2009
Perpetual has bought Grosvenor Financial Services - a privately-owned planning firm specialising in financial, investment and tax advice.

AXA announces Value of Advice winners

RUTH LIEW  |  WEDNESDAY, 30 SEP 2009
AXA has recognised five practices across five states in its inaugural Value of Advice Awards.

Aussies follow Brits pushing advice aside

COMPANY RELEASE  |  WEDNESDAY, 30 SEP 2009
Australians could be following the British path of brushing financial planning aside even though many people needed guidance in improving their financial situations, according to Guardian Financial Planning.

Shareholders remove van Eyk Three Pillars board

MICHELLE BALTAZAR  |  TUESDAY, 29 SEP 2009
Dixon advisory group director Alan Dixon said the outcome of today's van Eyk Three Pillars EGM, which saw majority of shareholders vote the current VTP board out, is a triumph for the "small" shareholders.