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

Search Results

Showing 1431 - 1440 of 4097 results for "financial planning"

Azimut partners with Colonial, launches funds

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... investors with actively managed, cost effective, well diversified portfolios," he said. Already, a number of financial planning businesses, who were using Colonial First State platforms, have adopted these funds in their businesses, Davies said. AZ Sestante's ...

ASIC permanently bans Queensland adviser

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... dishonesty. Daniel Peter Logan, formerly of Brisbane, failed to comply with financial services law while he worked at financial planning and services firm Anne Street Partners between October 2012 and 2015, ASIC's investigation found. Logan created false ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... respondents highlighting cash flow management as being important to them. The report shows that 55% would value free financial planning if it had a focus on spending, down 10% on the prior corresponding period. "The majority would prefer advice/coaching ...

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
NAB Financial Planning will support the future of Australia's financial planning industry through a new university scholarship program and a commitment to academic research funding. Four Australian universities will participate in the NAB Future Planners ...

False ASIC licensing claims lead to closure

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional property consultant' to market ...

Global advice group becomes investment bank

ALEX BURKE  |  TUESDAY, 7 MAR 2017
One of the world's largest financial planning groups has received its investment banking licence and will commence operations in that capacity "in a matter of weeks." DeVere Group's investment bank will be licensed and regulated by the Financial Services ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... Portfolios created a white label individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed advice ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Elders Financial Planning will work with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
Countplus is welcoming the former chair of the Financial Planning Association as its new chief executive. Matthew Rowe will take the reins at the ASX-listed wealth management group having been a director since October last year. He is also chair and ...

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... Taggart said. Mentor Education is working with the University of Notre Dame to design and launch Bachelor of Financial Planning and Master of Financial Planning degrees. Mentor Education provides online and in-person compliance education in financial ...