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Showing 1321 - 1330 of 10928 results for "Planning"

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... members. He argues that it is much harder for a fund that has millions of members and few, if any, internal financial planning professionals. Also, TelstraSuper has a high engagement rate allowing it to personalise the member experience based on the ...

Perpetual appoints head of equities

ANDREW MCKEAN  |  MONDAY, 21 NOV 2022
... portfolio manager." "His long tenure as deputy head of equities combined with Perpetual's investment in succession planning and the resultant strength across our Australian equities team, provides us with confidence that this will be a seamless ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. Speaking on the Financial Standard podcast, Levy ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Speaking at the Financial Standard Technical Services Forum in Sydney this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced ...

State Super welcomes former Deloitte partner to board

CASSANDRA BALDINI  |  THURSDAY, 17 NOV 2022
... has a demonstrated history of leadership in the superannuation consulting field. "His decades of experience in business planning, investment strategies, and governance will be a real asset in delivering for our members and stakeholders," he commented. ...

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Speaking to Financial Standard for an upcoming ...

Spirit Super farewells chair, names successor

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
... strong position and with a potential merger partner in CareSuper is a testament to her forward thinking and strategic planning." Meanwhile, Edwards said: "As a proud Tasmanian, it fills me with pride to have played a part in building a nationally competitive ...

Chalmers gives Equity Trustees green light on AET

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
... November 30," it said. Alongside AET and Insignia Financial, Equity Trustees said that it is well advanced with transition planning, so much so that AET employees have signed new employment agreements and the client contact program is well progressed. ...