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

Search Results

Showing 1071 - 1080 of 4075 results for "Financial planning"

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
A new financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Focused's Tom Dawe; Centaur Financial Services' Hugh Robertson; and Elliot Watson of Elliot Watson Financial Planning have been recognised. The 2018 AFA Practice of the Year Award finalists were also named, with Multiforte Financial Services ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... model to now meet the legal requirements for independence. Celebrating its 10th anniversary, Hogben Farrell Financial Planning in Kew, Victoria has changed its name to Guided Wealth. According to the practice, the name represents the direction the business ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have ...

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 ...