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

Search Results

Showing 2371 - 2380 of 7101 results for "June 11"

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
Financial advisers have been provided with a simple checklist to employ when considering recommending a self-managed superannuation fund to clients. Australian Financial Complaints Authority lead ombudsman - superannuation, June Smith reinforced the ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Diversification mandates lead the way: Research

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
Alternative risk premia mandates from institutional investors decreased slightly last financial year, but it's hardly a global slowdown, according to an international investment consultant. The latest asset manager intelligence and market trends ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
The association representing CFAs is asking its charterholders be allowed to qualify as financial advisers, as FASEA overhauls the educational standards in the advice industry. CFA Institute chief executive Paul Smith was in Sydney for a briefing that ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
Commonwealth Bank will refund unauthorised advice fees charged to dead customers and rebate all grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has ...

Bank cross-selling success declines: Research

KANIKA SOOD  |  MONDAY, 8 OCT 2018
The big four banks are capturing only about 30% of their customers' total spending on financial services products, according to new research. During the Royal Commission, the banks copped criticism for consistently referring existing customers to other ...

Chief economist update: US bond yield jump made FTSE slump

BENJAMIN ONG  |  FRIDAY, 5 OCT 2018
The FTSE 100 index fell by 0.4% on September 13 - the day when the Bank of England (BOE) met and announced no change in monetary policy settings, keeping the bank rate at 0.75% (after the 25bps lift in August). While the BOE's move was widely expected ...

ASIC appeal convicts former CBA planner

KARREN VERGARA  |  THURSDAY, 4 OCT 2018
ASIC has successfully helped convict a former CBA financial planner on appeal. ASIC, together with the Commonwealth Director of Public Prosecutions (CDPP), appealed the sentence of former Commonwealth Financial Planning adviser Ricky David Gillespie. ...

Freedom drops chief, slashes workforce

KARREN VERGARA  |  WEDNESDAY, 3 OCT 2018
The chief executive of Freedom Insurance Group has left the company effective immediately and more than half of its workforce is being made redundant. Chief executive Keith Cohen, who has been at the helm for nearly nine years, will be replaced by chief ...

Former super fund chief joins QIC

KARREN VERGARA  |  WEDNESDAY, 3 OCT 2018
QIC announced a former corporate superannuation chief executive will join its board and reappointed two directors. Jane Perry is the former Qantas Super chief, who retired from the top job in June 2015. She previously held a chief executive position ...