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

Search Results

Showing 151 - 160 of 2980 results for %22Financial Planner%22

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... the AMP group and prior to that was a national business development manager at Media Super and senior business financial planner at Westpac. The AFA has also named a general manager of marketing in Candice Spence. Spence has more than 25 years' experience ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... roles including scaled advice leader. She has a background as a financial adviser herself and is a certified financial planner. "Recognising the increasing importance of advice for members, Cbus is delighted to confirm Lynda's appointment as head ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... over the telephone or video, as well as an annual review. Clients with over £750,000 ($1.3m) have a dedicated financial planner. Head of Vanguard Europe Sean Hagerty commented that for some investors, the cost of advice is a barrier. "The data indicates ...

BUSSQ appoints two executive managers

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... the Equipsuper Financial Planning business. With a background in financial advice, Magee has also served as a financial planner at Telstra Super, Westpac and Citi. In another appointment, BUSSQ appointed Trevor Govender as executive manager, operations ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... clients and 1000 unadvised individuals) revealed that almost half of Australians who have never connected with a financial planner are willing to do so. Potential advice clients will likely seek an adviser for a specific need and if they are able to ...

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
The Certified Financial Planner Board of Standards has appointed its first diversity and inclusion lead, who joined from sports car racing company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... solutions offering for the retail market in the newly created role. As head of retail distribution, Oliver will provide financial advisers with solutions that will ultimately help clients achieve their retirement goals. Oliver previously worked at Xplore ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...