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

Search Results

Showing 1181 - 1190 of 10928 results for "Planning"

Former AMP adviser pleads guilty to dishonest conduct

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... may have applied to some of the insurance policies," it said. Fong was an authorised representative of AMP Financial Planning between January 2004 to December 2014, as well as a credit representative for more than four years. In 2014, Fong was alleged ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... interest rate hikes and more tests to check which straegies are performing well and which act as a buffer to risk. Scenario planning is hardly new. But Lill argues that what's different now is the sheer number of varieties that need to be modelled. ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... advice, marketing, and client service functions. New entrants to the advice industry studying the Master of Financial Planning course at the University of Technology Sydney can currently test Asendium's software for practical experience before they g ...

Australian investors pivot portfolios

CASSANDRA BALDINI  |  THURSDAY, 23 MAR 2023
... Perry. More than half (54%) of APAC investors plan to increase portfolio liquidity over the next 12 months, with 79% planning to increase allocations to private markets over the next five years. This number is even higher for APAC insurers, 90% of whom ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... delivery of custodial SMS alongside its proprietary non-custodial service. The second objective is to provide financial planning practice clients with the first fully integrated end-to-end solution. This will enable advisers to deliver advice seamlessly ...

The unique experience of a single woman

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
Facing dodgy dates, ticking biological clocks and an endless procession of nosey family members asking after their private life, single women have plenty on their plates - and all with a serve of financial disadvantage on the side. Global statistics ...

Super funds are lousy at communications: Strategist

CHLOE WALKER  |  TUESDAY, 21 MAR 2023
... them in Victoria." Meanwhile, Ambitious Savers are not huge earners, but they've got big ambitions and they're planning for a better future. "They save, they're highly organised, they're pro free-trade and tend to vote Coalition," Ralph ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be 'Policy, Practice, People - A united ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... to give people greater confidence to go and get professional advice while making important financial decisions - like planning for retirement or getting the best mortgage structure or insurance policies - and greater confidence in whatever advice they ...