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

Financial Planning

AIOFP forms Westpoint Recovery Fund

The Association of Independently Owned Financial Planners (AIOFP) has taken the initiative to restore investor confidence regarding Westpoint by forming a recovery fund in an effort to restore money some of their member firms and clients may have lost.

Senior Tax Offset makes super less attractive for older investors

The introduction of the Senior Tax Offset may make super less attractive for investors at retirement or pension age, which may be a deterrent for people being pushed to fast-track their super savings.

S&P gives local LIC thumbs down

S&P has given a 'not recommended' rating to local fund Global Masters Fund (GMF), which invests in Warren Buffett's Berkshire Hathaway.

Ethical investment education comes online

Ethical investment will come online this year, with Australia's first educational course being offered to Financial advisers worldwide.

Asgard enables advice through one-click software

Asgard Wealth Solutions is backing up its core strategy of 'enabling advice' with the planned late-2006 release of a 'state-of-the-art' software solution that will consolidate the software programs financial planners use in the day-to-day running of ...

DirectPortfolio to launch SMA Lite

Separately managed account (SMA) specialist DirectPortfolio Services plans to tap into the Gen X and Gen Y markets with a slimmed down version of their product to be called 'SMA Lite'.

FSR changes usher era of less but better compliance

It took a long time but the proposed changes to the Financial Services Regulation (FSR), which promised to reduce the compliance burden on the industry while also being more consumer-friendly, were finally passed on as law this week.

Optimum and REST the top performing allocated pensions: SelectingSuper

Optimum's diversified growth allocated pension fund and REST's diversified balanced allocated pension fund have topped their respective tables with returns of 16.5 per cent and 14.7 per cent over three years.

AXA launches pay-as-you-go adviser software

In a move that will be music to the ears of cost-conscious financial planners, AXA has struck a deal with software group IWL that allows advisers to adopt a pay-per-module model.

Managers chase offshore bonds

Diversified income funds, which allows the fund manager to buy into overseas bonds, will become increasingly popular according to the latest research from van Eyk.