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

Search Results

Showing 1061 - 1070 of 4096 results for "Financial planning"

ANZ wealth flows decline

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
... of which are aligned advisers. What remains of ANZ's Australian business is: lenders mortgage insurance, financial planning, share investing and general insurance distribution. The group reported after-tax statutory profit of $6.4 billion, which ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
... education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference in Glenelg this week. Elders has now delivered 31 scholarships ...

Advice dealer group takes out governance award

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards. Elders Financial Planning took home the Team of the Year Award at a function hosted in Sydney. Elders Financial Planning general manager Tony ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER  |  MONDAY, 22 OCT 2018
... sought an extension to complete a major report as part of its enforceable undertaking. ASIC said Commonwealth Financial Planning Limited (CFPL) recently requested an extension for Ernst & Young (EY) to produce its final report on the advice firm's remediation ...

Northern Trust appoints head of quant

KANIKA SOOD  |  TUESDAY, 16 OCT 2018
... in finance from UNSW's Australian School of business and a bachelor of business and advanced diploma in financial planning from RMIT. "Bennett's extensive research on quantitative strategies and active management, across both global and Australian ...

Advisers gain FASEA credits for existing qualifications

HARRISON WORLEY  |  SUNDAY, 14 OCT 2018
... Treasurer Stuart Robert confirmed experienced financial advisers who have already completed an advanced diploma of financial planning and also hold either an AFA or FPA designation will be eligible for a maximum of four credit units, in what Robert said ...

Advisers: Keep your clients off A Current Affair

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Royal Commission, our industry is going through a hell of a lot of turmoil. There's been so much attention on financial planning and financial advice." Parker said the financial advisers he had worked with throughout his career were "really good people ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The Financial Planning Association has chosen a board member to chair its board. Marisa Broome will move into the role when current chair Neil Kendall's term concludes in November. She has worked in the financial services industry for over three decades ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Planning's Tonina Ciarrocchi, Dominique Bergel-Grant from Leapfrog LIFE, Nicole Heales of Nicole Heales Financial Planning and Heidi Schwegler of AHS Financial were all finalists this year.

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... for his millennial clients called 'my millennial money'. "I wanted a business to compete with my own financial planning business," said James, who runs a separate social media strategy for his company Fortify Financial while employing a social ...