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

Search Results

Showing 1341 - 1350 of 18253 results for "Plan"

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
Fiducian Financial Services has added two practices based in Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. ...

ASIC issues first stop order for crowd funding

ELIZA BAVIN  |  THURSDAY, 13 JUN 2024
The Australian Securities and Investments Commission (ASIC) has issued an interim stop order preventing Hirehood from offering securities under its crowd-sourced funding (CSF) offer document. The CSF was published on the VentureCrowd intermediary platform. ...

ASX advances CHESS replacement project

ANDREW MCKEAN  |  THURSDAY, 13 JUN 2024
... of stakeholders," Whiteley said. "During the past year we have made great progress. Industry consultation on the solution, plan and implementation approach has progressed. Delivery of the first release is underway and the teams from ASX, TCS, our product ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... shares with payments to be made over a three-year period. Meanwhile, PFG entered into a binding agreement to acquire Equity Plan Management, a remuneration and employee share plan business, for a total consideration of up to $5.7 million. EPM has four ...

Advice reforms draft laws consultation opens

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
Draft regulation of the first tranche of the Delivering Better Financial Outcomes reform package is now up for consultation. Treasury Laws Amendment (Delivering Better Financial Outcomes) Regulations 2024 has five sections that aim to make access to ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
AustralianSuper copped the highest number of complaints in the last six months of 2023 totalling 936, which was nearly three times more than other major super funds like Cbus, Australian Retirement Trust (ART), and Aware Super. New data from the Australian ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
The Compensation Scheme of Last Resort (CSLR) made its first payments to four victims totalling more than $360,000, three of which related to bad financial advice. One payout of about $145,000 related to inappropriate personal financial advice provided ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... That's very normal." Advisers must nevertheless help forge ahead with involving the next generation in their parents' plan. "If the kids might be in the arts and don't like to think about anything financial, then the priority is how do we ...

NZ Super Fund names acting chief investment officer

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Stephen Gilmore leaves the fund this month to take up the role of chief investment officer at CalPERS, the largest pension plan in the US. Gilmore said he was appreciative of his time with the fund and looks forward to celebrating its future success. ...