Financial Planning
New initiatives ready advisers for the future
JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
Two new joint ventures and an innovative study hub aim to help financial advisers overcome the challenges they face in the wake of the Royal Commission, meeting new education standards and the growing demand for aged care advice.
Fiducian acquires Perth financial planning firm
KANIKA SOOD  |  MONDAY, 3 DEC 2018
The ASX-listed wealth and advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money.
FASEA exam is not fair: Spot poll
KARREN VERGARA  |  MONDAY, 3 DEC 2018
The compulsory financial adviser and curriculum examination has been branded as unfair, according to Financial Standard's latest online survey.
HUB24 secures bespoke platform mandate
JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
HUB24 is delivering a custom platform solution to the national adviser network of a 115-year-old wealth management business.
Tax treatment of granny flats under review
JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
The Federal Government has requested the Board of Taxation conduct a review of the tax treatment of granny flat arrangements and outline potential reforms to assist in the prevention of elder abuse.
Super pool ripe for adviser picking
JAMIE WILLIAMSON  |  THURSDAY, 29 NOV 2018
The growing pool of superannuation means there has never been a better time to be a financial adviser, according to a new industry white paper.
Miscalculations delay remediation, more issues emerge: AMP
JAMIE WILLIAMSON  |  WEDNESDAY, 28 NOV 2018
AMP has issued a clarifying statement following interim chief executive Mike Wilkins' testimony to the Royal Commission that the fees-for-no-service issue was initially expected to cost $1.2 billion and take nine years to remedy. He also flagged more ...
FS Power50 names most influential advisers in 2018
STAFF WRITER  |  WEDNESDAY, 28 NOV 2018
Financial Standard launches its FS Power50 guide today, recognising the 50 most influential financial advisers in Australia as voted by the industry.
Responsible investment guide launched
KANIKA SOOD  |  WEDNESDAY, 28 NOV 2018
A global manager has partnered with the Responsible Investment Association of Australasia to launch a guide to responsible investing for financial advisers as demand for the strategies swells.
Advice group rebuilds following regulatory headwinds
DARREN SNYDER  |  MONDAY, 26 NOV 2018
A financial advice group specialising in self-managed superannuation funds and residential property investment acknowledged it's hurt from recent regulatory burdens. However, there are opportunities afoot for the ASX-listed business, including an entry ...
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