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

Search Results

Showing 1751 - 1760 of 4097 results for "financial planning"

Bendigo wealth earnings fall 20pct despite acquisition

LAURA MILLAN  |  MONDAY, 10 AUG 2015
... 2014. Bendigo's wealth division includes margin lending, wealth management, wealth deposit, cash management and financial planning products and services. Sandhurst Trustees, Leveraged and Bendigo Financial Planning are included within the wealth segment. ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
... used to help personalise advisers' brands. In the third example, 2014 SMILEYS winner Liam Shorte, from Verante Financial Planning, explains how content curating tools can help advisers bring interesting articles and videos to clients without spending ...

FSC awards industry execs

LAURA MILLAN  |  FRIDAY, 7 AUG 2015
... board committees, working groups, expert groups and special projects. The FSC also awarded AMP director of financial planning, advice and services, Steve Helmich, with a lifetime contribution award. Helmich recently announced he was leaving AMP after ...

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
NAB-aligned licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said. Speaking to Financial Standard, Johnson explained that working with ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... management. SSFS was established more than 20 years ago by the SAS Trustee Corporation (STC) to provide professional financial planning advice to current and former public sector employees and their families. STC has 126,000 members and $34 billion in ...

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants. The partnership will enable BGL clients to apply online for an AFSL via a ...

FPA awards open to submissions

ALEX BURKE  |  MONDAY, 3 AUG 2015
The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions. In addition to the FPA Certified Financial Planner Professional of the Year, FPA Financial Planner AFP of the Year, and Future2 Community Service awards ...

Social adviser implores positivity for planners

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... has raised less than $25,000 to date. "So much is said about the public perception of financial advice and financial planning and yet planners themselves leave it to their licensees, to the media, to regulators to spread the message of what real advice ...

ANZ addressing women's financial futures

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... financial wellbeing social enterprise 10thousandgirl, with support from various organisations including the Financial Planning Association of Australia.

Industry giants ramp up adviser ethics training

LAURA MILLAN  |  TUESDAY, 28 JUL 2015
... standards for advisers and increasing transparency." The program is also part of the industry's effort to "move financial planning towards becoming a profession." The initiative aims to equip advisers "with the skills and knowledge necessary to make ...