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

Search Results

Showing 2131 - 2140 of 4389 results for "financial Advice"

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... Advisory confirmed Henderson Maxwell will merge with Pride Advice following Sam Henderson's exit from the financial advice industry. A spokesperson for AZ NGA said Henderson Maxwell clients have been informed the practice has joined forces with Adelaide-based ...

NAB names wealth advocate

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
NAB appointed a wealth customer advocate tasked with lifting the standards of the banking group's financial advice complaints process. Clare Petre is the new independent customer advocate for customers, overseeing products, services and advice. She ...

PC puts spotlight on lifecycle super products

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... exemplary progress in this area. She said QSuper is a "unicorn" in lifecycle products as it optimises member and financial advice data over and above what other super funds are currently doing. QSuper executive general manager of strategy and performance ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... recently announced it will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group Fitzpatricks Private Wealth. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution ...

CBA to demerge CFS, mulls further CommInsure sell-off

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... part of a large banking group," Comyn said. "The ability to provide high-quality banking services and in-house financial advice to CBA customers will remain fundamental to CBA's focus on customers' financial wellbeing and we will deliver that ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... regime. Now, guidance released by the Financial Adviser Standards and Ethics Authority states accountants providing financial advice will need to complete further education and be licensed under either an AFSL or a limited AFSL from January 2019 if they ...

Super industry critiques PC draft report

KARREN VERGARA AND STEPHEN FAY  |  WEDNESDAY, 20 JUN 2018
... superannuation industry's focus on boosting assets over the accumulation phase. What complicates this even more is the financial advice process and the remuneration tied to it, he added. Cooper said the industry does a good job in guiding members ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... duty. A recent CFA Institute study found 80% Aussie retail investors trusted said they were more likely to trust financial advice from a human planner than advice from a robo-adviser. Ypsilanti said the "human touch" remained important in the area, and ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
BT Financial Advice is scrapping grandfathered commissions, effective October 2018. Commissions for products sold by financial advisers across the Westpac, St.George, Bank of Melbourne and BankSA network will no longer be paid on BT products or those ...