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

Financial Planning

DKN Financial FUA falls 26pc

COMPANY RELEASE  |  MONDAY, 16 FEB 2009
DKN Financial Group's funds under advice (FUA) fell 26 per cent during 2008 but the group's chief executive remains adamant the business is in "good shape".

Future2 calls for bushfire donations

PRESS RELEASE  |  MONDAY, 16 FEB 2009
The Future2 Foundation has launched an appeal for the victims of the Victorian bushfires and is calling the financial planning industry to give generously.

Qld firm to restore "faith" in planning

MICHAEL HOBBS  |  MONDAY, 16 FEB 2009
Queensland based financial planning firm, Aylesbury Financial Group is providing free financial advice to those who can't afford it to restore the community's faith in financial planning services.

Planners to face cashflow crunch

MICHELLE BALTAZAR  |  FRIDAY, 13 FEB 2009
Small-to-medium size financial planning firms risk bankruptcy if they don't quickly adjust their cashflow needs to suit today's realities, and the earlier they talk to their banker about needing extra help, the better, said one banking specialist.

In planners we trust

RUTH LIEW  |  THURSDAY, 12 FEB 2009
Trust and familiarity are often more valued by clients than advisers' technical expertise particularly in today's volatile market, according to Professional Investment Services.

CommBank's 64,245 margin calls

WWW.THESHEET.COM  |  THURSDAY, 12 FEB 2009
The share market meltdown forced CommBank to triple the number of margin calls in the second half of last year.

New home for $58 billion

MICHELLE BALTAZAR  |  TUESDAY, 10 FEB 2009
A new breed of capital protected products could be the next home for the estimated $58 billion of funds under advice (FUA) built up when advisers rushed to cash products last year.

Storm takes fight online

MICHAEL HOBBS  |  TUESDAY, 10 FEB 2009
Storm Financial founders Emmanuel and Julie Cassimatis have opened a new website to fight and defend against various claims regarding their now-collapsed business.

FPA stops "highly offensive" ads

MICHAEL HOBBS  |  MONDAY, 9 FEB 2009
The Financial Planning Association (FPA) has obtained a Federal Court injunction stopping Bannister Mansfield Financial Services and the firm's director from publishing ads featuring the FPA.

SA and QLD scoop Hillross awards

COMPANY RELEASE  |  FRIDAY, 6 FEB 2009
Two planning firms and a financial adviser won accolades at this year's Hillross Awards.