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

Search Results

Showing 1101 - 1110 of 4095 results for "Financial planning"

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 ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

AMP appoints advice executive

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
... regtech company RFS Group. Prior to this he held a number of executive roles at ANZ, including general manager of financial planning Australia and general manager of mobile lending. Akers said Symons' expertise and experience were a valuable acquisition ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... co-authored the white paper with Hoven, said: "At stake is the threat to retail customers' willingness to access financial planning services. Recent studies show that even indirect exposure to misconduct destroys trust and results in non-participation." ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

AAT reduces former adviser's ban

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... financial services guides in which he falsely claimed he had held and completed courses related to a Diploma of Financial Planning. ASIC also found that in December 2014 Williams created false certifications of his claimed qualifications, and provided ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... the only adviser in their practice. AMP recently confirmed it is undertaking a review of practices across AMP Financial Planning and its aligned dealer groups. A majority of those practices are expected to be sole practitioner businesses. Speaking from ...