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

Search Results

Showing 1211 - 1220 of 10928 results for "Planning"

UBS names industry veteran as Australasia chair

CASSANDRA BALDINI  |  MONDAY, 6 MAR 2023
... further developing and strengthening its businesses, including in relation to senior client engagement, strategic business planning and staff development. His deep knowledge of financial markets, the Australian financial services sector and strong risk ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. Focus announced at the beginning of February that it was considering an offer to be acquired ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... financial advice offering will close at the end of May, just two years since its launch. Vanguard Personal Financial Planning was established in 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's Personal ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... $5000 and it said an account can be opened in as little as five minutes. The portfolio is managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding director Rokibul ...

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
... will invest indirectly (e.g., through REITS or debt funding). Despite the economic uncertainty, four in 10 HNWIs are planning to increase travel overseas, and a similar proportion plan to increase personal expenditure on leisure activities. "Whether ...

Australian dividends surge in 2022: Report

CASSANDRA BALDINI  |  WEDNESDAY, 1 MAR 2023
... wider margins, offset by a higher interest rate environment. Further dividend growth is possible, subject to prudent planning for rising levels of bad loans as economic growth slows. "Crucially, dividends are much less volatile than profits, while global ...

The traditional CFO is no more: Study

CHLOE WALKER  |  WEDNESDAY, 1 MAR 2023
... 12 months, Australian chief financial officers have seen increased responsibilities in identifying strategy and future planning (80%), digital transformation (80%) and diversity, equity, and inclusion (DEI) initiatives (78%). Almost all chief financial ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly voted in favour of the proposed merger at their respective extraordinary general ...

Poor financial literacy worsens underinsurance problem

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
Australia's poor level of financial literacy is potentially making the underinsurance problem worse and puts women further behind, according to MetLife. The life insurer looked at the impact of financial literacy on Australians' financial health ...