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

Search Results

Showing 111 - 120 of 3882 results for "Financial Planning"

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
Financial planning tech firm DASH has added a chief operating officer and an experienced superannuation specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is closely aligned with Viridian's. We are particularly impressed ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... licensees, and advice businesses. In addition to BT, Sparks brings previous experience as a former head of financial planning at BankSA and a regional manager for Australian Executor Trustees. SMSF Association chief executive Peter Burgess said Sparks' ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... help them thrive," he said. Rady added that providing specialist coaching and training opens up pathways to financial planning careers, which graduates may not have otherwise considered. "We need more people to pursue the noble profession of financial ...

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... superannuation products on performance, costs, insurance, organisational strength, and additional services like financial planning. Equipsuper led with eight AAA-rated products each. Commonwealth Superannuation Corporation followed with seven AAA-rated ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... Advice Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Heffron managing director Meg Heffron shares similar apprehensions. She ...

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 ...

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 ...

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 ...