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

Search Results

Showing 2521 - 2530 of 18263 results for "Plan"

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
APRA's thematic review on outsourcing arrangements in the superannuation industry found that trustees' efforts since the Royal Commission have resulted in stronger board oversight and monitoring of outsourcing arrangements and service providers. The ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
Australians who seek financial advice measure better on all aspects of quality of life and better mental health, according to new research from the Financial Planning Association of Australia. The research, which was conducted by MYMAVINS, compared ...

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
Hejaz Financial Services has launched a faith and ethical dealer group to serve Muslim clients and those seeking ultra-ethical products. Hejaz Financial Advisers intends to support financial advisers with an existing Muslim client base and in highly ...

BUSSQ sees strength in niche super

ELIZABETH FRY  |  FRIDAY, 30 SEP 2022
... and reputation rather than looking to merge with any other party," he says. "Whether that becomes our long-term strategic plan is obviously up to future strategic planning sessions as we sit down and look at what is in the best financial interests of ...

Quinbrook sells unicorn startup to Brookfield

ANDREW MCKEAN  |  FRIDAY, 30 SEP 2022
Quinbrook has sold Scout Clean Energy to Brookfield Renewable for US$1 billion ($1.5 billion). Brookfield also has the potential to invest an additional $350 million to support the business' development activities. Scout will continue to operate as ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... time spent meeting Know Your Customer requirements. "Clients simply connect their financial institutions to their financial plan and seamlessly share their information with their adviser." Lumiant recently launched in the US, it's also exploring ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
The countdown is on for financial advisers that have yet to pass the exam to get off the ASIC Financial Adviser Register by tomorrow, as new analysis shows 295 have dropped off since the beginning of the month. Since the results of the final exam for ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... Alliance, but it fell through. Regardless, Jacobsen said that mergers and acquisitions are still well and truly part of its plan. "Mergers and acquisitions are on our agenda but we're not alone in that. I think a number of the players in the market ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... 24.4%. Scaled advice tool usage has grown among AdviceTech Stars to 37.8% from 31.1% and a further one in three or 35.6% plan to implement it in the coming two years. Further, two in five advice firms, 38.0%, flag scaled advice tools as a tech that will ...