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

Search Results

Showing 2691 - 2700 of 5853 results for "Profession"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

Global manager to merge key investment firms

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
The world's largest multi-boutique asset manager is consolidating three of its biggest US investment managers to create a specialist AU$733 billion multi-asset manager. BNY Mellon Investment Management has announced that Mellon Capital Management, Standish ...

Grant Thornton affirms indigenous commitment with new partner

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
Diversified advisory and wealth management firm Grant Thornton Australia is furthering its commitment to the indigenous business community with the appointment of a partner to its Cairns office. Former registrar of indigenous corporations Anthony Beven ...

Westpac to welcome new chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
Westpac will farewell its current chief risk officer next year and has named the man to inherit the role. Alexandra Holcomb will retire in 2018 following 21 years at Westpac. For the past three years Holcomb served as chief risk officer and has also ...

ASIC appoints former AFA chief

ALEX BURKE  |  MONDAY, 13 NOV 2017
ASIC has named the 18 members of its Financial Services and Credit Panel (FSCP), including the former chief executive of the Association of Financial Advisers. Brad Fox will join the FSCP along with Annette Spencer, Bruce Debenham, Calvert Duffy, Christina ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
Mental health is an issue growing across Australia and the financial services industry is responding. AMP recently refreshed its mental health training program for financial advisers and the content now exceeds the minimum standards set by the Financial ...

FS Power50 announces most influential advisers

STAFF WRITER  |  MONDAY, 13 NOV 2017
Financial Standard has launched its FS Power50 guide today, recognising the 50 most influential financial advisers in Australia as voted by the industry. The special edition, available on print, app and e-book, reflects the depth and diversity of Australia's ...

Industry funds must renew aged care investment focus

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
One of the top national lobby groups for older Australians has called for more involvement from industry superannuation funds in the aged care sector. At a roundtable hosted by Industry Super Australia and over 50s consumer group Council on the Ageing ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...