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

Financial Planning

Planners face higher PI fees

MICHAEL HOBBS  |  WEDNESDAY, 20 MAY 2009
The Australian Securities and Investments Commission's (ASIC) dispute resolution scheme overhaul means financial planners may be forced to pay higher professional indemnity premiums and their clients could face higher fees.

Salisbury beats FP recruitment targets

COMPANY RELEASE  |  FRIDAY, 15 MAY 2009
The Salisbury Group is on target to exceed the dealer group's recruitment target of 16 financial advisers for the financial year.

AXA names top adviser

PRESS RELEASE  |  FRIDAY, 15 MAY 2009
Newcastle based financial planner, Paul Howden, has won AXA's national annual adviser award, the Gerald Lippman Perpetual Trophy.

More than just insurance

RUTH LIEW  |  THURSDAY, 14 MAY 2009
Advisers must continuously improve their soft skills particularly at a time when their clients are not only seeking advice on investments but also around insurance and claims.

AMIST offers fee-for-service advice

RUTH LIEW  |  THURSDAY, 14 MAY 2009
The $685 million Australian Meat Industry Superannuation Trust (AMIST) has rolled out a fee-for-service financial advice service to its members.

Aviva targets SME market

MICHAEL HOBBS  |  THURSDAY, 14 MAY 2009
Aviva Australia has developed a program that provides all the tools financial advisers will require to adequately service the investment and insurance demands of small to medium enterprises (SME).

Cameron Stockbrokers fine-tunes team

RUTH LIEW  |  FRIDAY, 8 MAY 2009
Cameron Stockbrokers is on the hunt for more advisers and brokers while it establishes a formal investment committee to lead the firm's investment strategy.

AFA calls for remuneration choice

MICHAEL HOBBS  |  WEDNESDAY, 6 MAY 2009
The Association of Financial Advisers (AFA) has questioned the Financial Planning Association's (FPA) role in determining how the industry is remunerated.

Advisers eye annuities

RUTH LIEW  |  WEDNESDAY, 6 MAY 2009
US-based advisers are increasingly looking at annuities as a strategy for their clients' rollover dollars, new research shows.

Fin planning jobs fall 60pc

MICHAEL HOBBS  |  TUESDAY, 5 MAY 2009
Financial planners coming to the market today will struggle to find a job after a new survey found the number of job advertisements fell by 60 per cent in the past 12 months.