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

Financial Planning

ANZ sheds planning staff

MICHAEL HOBBS  |  WEDNESDAY, 1 APR 2009
ANZ plans to make 58 staff redundant from the bank's financial planning division citing poorer-than-expected demand for advice.

AFS school boosts revenues by 27 pc

COMPANY RELEASE  |  TUESDAY, 31 MAR 2009
Australian Financial Services (AFS) Business School graduates recorded a 27 per cent growth in revenues on average six months after they returned to the office.

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
Netwealth-owned FPSA, which advises on $1.4 billion in funds, is getting into the managed accounts game and is putting out a tender for a MA provider.

Stimulate your package

MICHAEL HOBBS  |  FRIDAY, 27 MAR 2009
Australian couples eligible to receive the government's $1,800 stimulus package cash injection could double the sum by investing in superannuation instead of blowing it on a holiday or a new plasma TV.

FPA upgrades CPD program

PRESS RELEASE  |  WEDNESDAY, 25 MAR 2009
The Financial Planning Association (FPA) has enhanced the association's Continuing Professional Development (CPD) to move away from relying on the basic requirements of RG146.

Less tax on financial advice

MICHAEL HOBBS  |  WEDNESDAY, 25 MAR 2009
If the cost of financial advice was to be made tax-deductible, it should be means tested to ensure the right people receive the most benefit.

Storm subsidiary in liquidation

MEDIA RELEASE  |  FRIDAY, 20 MAR 2009
Geelong-based Victorian Families Retirement Investment Group has been placed in "provisional liquidation" after its parent company Storm Financial called in the receivers.

UK firm launches planner competition

COMPANY RELEASE  |  FRIDAY, 20 MAR 2009
UK based, Norwich Union is running a competition targeting university graduates to find the next generation of financial advisers.

FPSA to recruit more advisers

RUTH LIEW  |  THURSDAY, 19 MAR 2009
Financial Planning Services Australia is looking to grow the number of practices under the FPSA umbrella to 50 and recruit 33 more advisers by year's end.

Restrict 'adviser' term: AFA

MICHAEL HOBBS  |  THURSDAY, 19 MAR 2009
The Association of Financial Advisers (AFA) has called upon Treasury to restrict the term 'adviser' to those that are regulated by the Australian Securities and Investments Commission (ASIC) and comply with the Corporations Act.