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

Search Results

Showing 2231 - 2240 of 4389 results for "financial Advice"

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... considered an informed decision. However, Glomb highlighted that elderly people often make the mistake of thinking financial advice received empowers them to make an informed decision. "In cases like this, a lot of financial advisers will recommend a ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
Financial advice practices that outsource certain back-office functions save up to 60% in operational costs and are dedicating more time to clients. This is according to Virtual Business Partners (VBR) chief executive David Carney, who said advice firms ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... payments. Speaking at a recent netwealth CPD event in Sydney, Chew took the liberty of forecasting the future of financial advice to 2020 and beyond. He reminded advisers not to be complacent, especially as the 2018 Federal Budget nears and more changes ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
A new partnership will provide financial advice practices with access to a cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
ASIC, financial advice industry associations and dealer groups will face the latest round of public hearings in the financial services Royal Commission. Led by Commissioner Kenneth Hayne, the inquiry has called upon the Financial Planning Association ...

Ignition appoints new chief executive

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... board level. The new chief executive is Manish Prasad. He is a financial services executive with experience in financial advice across all channels and segments. Prasad's career includes senior roles globally for NAB and MLC, AMP and AXA, Genesys ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support the firm's transition ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... Wade Matterson said the firm is delighted to have Whelan joining in the new role. "Andrew's understanding of the financial advice landscape in Australia is unrivalled, and his vast experience and success in previous roles positions him perfectly to expand ...

ASIC closes doors on Storm charges with two fines

ALEX BURKE  |  FRIDAY, 23 MAR 2018
... disqualified from managing corporations for seven years. When they were directors at Storm, they created the system of financial advice where clients invested money in index funds using "double gearing." This involved them taking out home loans and margin ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... she was looking forward to working with Marianne, adding that her "impressive record in leadership roles in the financial advice space will add significant expertise to the FSC board." "Brian and Marianne bring a combined 50 years' financial services ...