FS Advice - The Australian Journal of Financial Planning

FS Advice - The Australian Journal of Financial Planning is the definitive source of reference articles and case studies for the financial planning industry in Australia. It provides the highest standards of thought provoking analysis and practical techniques, sourced from academics, practitioners, propriety research and international publications.

The Journal is in case study format and includes an executive summary section, which provides the reader with a concise overview of each paper presented in the Journal.

The content of the Journal is organised under the following headings:

  • Applied Financial Planning
  • Consumer Credit, Debt Planning and Management
  • Practice Management
  • Superannuation and Retirement Planning
  • Risk Management and Insurance
  • Taxation Planning and Estate Planning
  • Professional Reading Program - Developing Excellence

The Financial Standard CPD Program - Developing Excellence

The Journal is supported by the Financial Standard 'Developing Excellence' CPD Program. The web-based program is one of the most innovative CPD programs in the industry and has been specially designed for individual and corporate use.

Frequency

FS Advice - The Australian Journal of Financial Planning is produced as a weekly online newsletter and as a quarterly magazine: March, June, September and December editions.

The Journal is proudly produced, published and distributed by the Financial Standard, a member of the Rainmaker Group.

For all editorial enquiries, please contact the editor on 02 8234 7516 or editor@financialstandard.com.au

For all advertising and sponsorship enquiries, please contact sales on 02 8234 7500 or SalesTeam@FinancialStandard.com.au

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Fixed Income: Why unconstrained matters in a low rate, credit stretched world
Join Legg Mason for an educational session presented by Brandywine portfolio manager Jack McIntyre - it could change your next fixed income conversation with your client. Jack will provide an insightful ... Watch video
A new perspective on global investing
Using country of domicile as a measure of a firm's potential success or future stock price is increasingly out of step with today's globalised world. In fact, it can grossly misrepresent the fundamentals ... Watch video
Advisers Big Day Out 2016 - Capital Cities
Financial Standard's Adviser Big Day Out began with our Capital Cities roadshow in 2016, which went to Perth, Adelaide, Melbourne, Brisbane and Sydney in March. The program is Financial Standard's professional ... Watch video
Value Matters - A Crossroads for Australian Equities
At last year's Advisers Big Day Out, Lazard Asset Management's Dr. Philipp Hofflin outlined his concerns over the sustainability of residential property prices and the sensitivity of the major banks ... Watch video
Assessing Alternative Assets
Alternative asset strategies have historically been the realm of institutional and sophisticated high net wealth investors. Alternatives play a crucial role in any portfolio, with the low correlations ... Watch video
ETF Capability Manager
More financial planners are now using ETFs more than ever before in Australia and this has been seen in the continued growth in FUM. Over the last 12 months, there has been strong growth in ETFs ... Watch video
Why Smart Beta equity is the solution you always wanted
We begin with the question: What are our investors goals when choosing to invests in a global equity portfolio and what key attributes do we want to deliver to our clients to achieve those goals? Equities ... Watch video
What progress has been made since the GFC, and what lies ahead?
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One in four willing to switch advisers: EY survey
24 May 2016, 12:44pm
Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue ... Read more
Insto oligopoly stifling advice M&A activity
24 May 2016, 12:24pm
There are still far more buyers than sellers for financial planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive ... Read more
Not-for-profit fund buys StatePlus
23 May 2016, 12:36pm
A $54 billion not-for-profit super fund is set to acquire StatePlus from State Super, which it says will create the largest member-owned financial planning network in Australia. Read more
Robo advice set to fail: Morningstar
20 May 2016, 12:13pm
Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Read more
Focus Financial looking for more local partners
19 May 2016, 12:00pm
Having announced their first Australian investment last week, Focus Financial Partners is hoping to partner with more Australian firms who are looking for a partner rather than just an investor. Read more
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Industry
Events
MAY
24
MAY
23
Best of Breed - Global Research and Investment Program - Equities
24
Adviser Big Day Out Investment Manager Roadshow - VIC/TAS: Albury
25
Adviser Big Day Out Investment Manager Roadshow- VIC/TAS: Bendigo
30
Best of Breed - Global Research and Investment Program - Equities
JUL
20
FSC Leaders Summit 2016

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