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

Financial Planning

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
The diversification strategy of Sequoia Financial Group's licensee services business has delivered strong results in the interim reporting period.

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
Financial advisers are expecting a bumper year ahead, optimistic that revenue and operations will improve as lockdowns lift and pandemic worries ease.

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
With the proposed Compensation Scheme of Last Resort regime closer to passing, there are fears it will fall short of protecting consumers.

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth.

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
The National Australia Bank's bad advice compensation bill has hit more than $1.2 billion - the highest liability among the major financial institutions.

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group.

Record FUA, revenue for Praemium

KARREN VERGARA  |  MONDAY, 14 FEB 2022
Despite reporting record growth in revenue and funds under administration, Praemium failed to make a profit in the half-year to December.

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The financial advice sector is facing a shortage of skills, forcing firms to change how they do things to attract talent.

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
With the passing of the Retirement Income Covenant, there has never been a better time for advisers to position themselves as retirement advice specialists.

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers welcomed a new chair and deputy chair to its Practitioner Community.