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

Search Results

Showing 1441 - 1450 of 4063 results for "Financial planning"

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
Financial planning practices should be more engaged with social media in order to spread the benefits of financial advice and build consumer trust. The pressure on businesses to have a digital presence is ever increasing, with the societal expectation ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... relationship with graduate employees in the same way you would your marriage is key to the sustainability of the financial planning profession. "Engaging millennials long-term is the key to bridging the future of any profession, and if part of your responsibility ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
ASIC has approved the Financial Planning Association of Australia's Professional Ongoing Fees Code. Announced by FPA chief executive Dante De Gori to over 1000 delegates at the opening of the 2016 FPA Professionals Congress, it is the first code to ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The growth of the financial planning industry hinges on a stronger pipeline of young talent joining the ranks - and that requires forging a relationship with them while they are still in school, said FPA chief executive Dante de Gori. "We need to replenish ...

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... future uptake of financial advice will be supported by this important industry reform." Chief executive of the Financial Planning Association of Australia (FPA) Dante DeGori said the FPA is committed to supporting members through the transitional period ...

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
NAB Financial Planning has announced it will be cutting 55 entry level adviser roles as it looks to "deliver better customer outcomes" and "position the business for future growth". NAB Financial Planning (NAB FP) revealed it will "realign its business" ...

Key board appointment for Sequoia

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
... non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk & compliance committee, remuneration committee and audit ...

ASIC bans former AMP adviser

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
A former authorised representative of AMP Financial Planning has received an eight year ban after engaging in misleading conduct. James McCarthy of South Australia has been banned from providing financial services until 14 November 2024. He is the sole ...

SelectingSuper announces super fund of the year

DARREN SNYDER  |  THURSDAY, 17 NOV 2016
... addition their insurance cost is very competitive at default level as are their fees and extra services such as financial planning and member engagement." UniSuper also collected the Retirement Select Choice Product of the Year. Other winners included ...