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

Search Results

Showing 1061 - 1070 of 4061 results for "Financial planning"

Advice mentoring opportunities abound

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
... need for transferable skills, advice and business knowledge post-2024 will be immense. "The emergence of the financial planning professional coach and mentor discipline to facilitate business improvement as a career pathway is already well and truly ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... AIOFP chair over the past eight years, we wish him well." Current AIOFP director and Deakin University head of financial planning Adrian Raftery has replaced Daly as the new chair. Sam El Shammaa from Sydney-based practice Capital Wise takes Daly's ...

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
Latest research from the Financial Planning Association of Australia (FPA) shows parents accessing financial advice are more likely to discuss financial matters with their children. The FPA's 'Share the Dream' report explores the impact ...

ASIC defends enforceable undertakings at Royal Commission

KANIKA SOOD  |  FRIDAY, 17 AUG 2018
ASIC's favourite method of tackling misconduct came under fire as the Royal Commission capped off its round of superannuation hearings on Friday. First up was Tim Mullaly, a senior executive leader in ASIC's financial services enforcement division. ...

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
... and an 18% increase in FUMAA to $6.7 billion. Full year gross revenue came in at $45.9 million. The group's financial planning division acquired $83 million in funds under advice over the 12 months to June 2018, bringing its total to $2.41 billion. Fiducian ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... the 2018 award are: Dominique Bergel-Grant, Leapfrog LIFE Joanna Ryan, Lumix Wealth Tonina Ciarrocchi, Alta Financial Planning Nicole Heales, Nicole Heales Financial Donna Lee Powell, DLP Life Design Heidi Schwegler, AHS Financial TAL general manager ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... research teams. "While Zenith recruits research staff from a range of industry backgrounds, our analysts with financial planning experience are able to provide unique insights to our team from the adviser's perspective, which we can incorporate into ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... Profile's client base. This marks the second recent acquisition by Profile, having added Mudgee practice onePlan Financial Planning in May. With Churpa having been a Lonsdale practice and onePlan originally licensed via Securitor, Abood said the ...

Fees for no service remediation passes $250 million

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... financial services licensees (AFSLs) that have identified potential fee for no service failings include Bendigo Financial Planning, Police Financial Services (trading as BankVic), State Super Financial Services (trading as StatePlus), and Yellow Brick ...

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... their animals suffering in this most devastating drought in NSW," he said. Matheson, a founding member of the Financial Planning Association of Australia (FPA), is calling on the 25,000 financial planners in Australia to lobby their federal member of ...