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

Search Results

Showing 1281 - 1290 of 4062 results for "Financial planning"

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... advice-specific CRM, preventing duplicate data entries and reducing the risk of errors. "We continue to be the financial planning software provider with the broadest choice of API partners in the market, giving our clients genuine choice. By integrating ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... outside-super investment market; he argued this will lead to a growth in "whole of wealth" or family office-style financial planning.

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. IOOF said the acquisitions will position ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... Association of Financial Advisers' National Adviser Conference on the Gold Coast. Ward, who completed his Masters of Financial Planning 18 months ago, said there was two main reasons why he has put his degree to its best use. "As a young father it's ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... leader for other young advisers. Also nominated for the Rising Star Award were Karlee Hoog Antink of Elders Financial Planning; Andrew de Bono of Announcer Group; Rising Tide's Sam Jewell, EUROZ Securities' Lauren Walker and Keats Brydon of Finn Financial ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit of their ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... of last year's award said the award was a catalyst to her decision to run a coaching business alongside her financial planning business, helping people manage their finances through professional coaching. As part of the award, TAL provides the recipient ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... qualified to proceed to the voting round. This meant that Financial Standard had to exclude nominations for CEOs of financial planning firms, former financial advisers or those who have influenced the financial planning industry but now work at a fund ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... without warrant. With more than six years to meet the standards, Sinclair's calculations show that a Master of Financial Planning comprises 12 units, taking each roughly 12 weeks to complete. Most will receive an average of four exemptions based on qualifications ...