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

Search Results

Showing 1331 - 1340 of 4062 results for "Financial planning"

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... future where people routinely live to 100 has significant implications for society - and more specifically financial planning, according to State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan Shead. Speaking at the inaugural ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million. Affinity bought 50% of Hillross Financial Services, a Brisbane-based firm established ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... conditions and performance. TFSA has since implemented a governance and compliance review and appointed former Financial Planning Association chief executive Mark Rantall as independent chair and former SMSF Owners' Alliance chair Bruce Foy as an independent ...

Industry fund expands executive team

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
... more than 20 years' experience having previously held senior executive roles in wealth management, banking and financial planning organisations including St Andrews Australia and Aviva Australia. Mark Lyons will also commence in the role of executive ...

Countplus launches scholarship

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2017
ASX-listed financial planning dealer group Countplus launched an annual scholarship program for its senior leaders. Recipients of the Barry Lambert Harvard Business School Scholarship will undertake the 'Leading professional service firms' executive ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... that advisers will benefit from having an independent cyber security review regardless of their selection of financial planning software," he said. Midwinter hopes to make Kamino's full suite of services available to the market by the end of Q3 2017. ...

AAT upholds ex-AMP adviser ban

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
... best interests or informed them such policies could easily be transferred. Panganiban, who was part of AMP Financial Planning between February 2011 and July 2014 when the investigation took place, received the full rate of commission hence boosting his ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... adviser, the advice licensee and the investments suggested. ASIC investigated NAB, Godfrey Pembroke, Apogee Financial Planning, GWM Adviser Services, Meritum Financial Group, and JBWere, with the non-disclosure resulting from a failure to update template ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Live polling conducted at the Financial Planning Association of Australia's National Roadshow demonstrates a strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...