The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 11 - 20 of 1757 results for "Financial Planners"

Global X snaps up executive from AMP's North platform

ELIZABETH FRY | THURSDAY, 15 MAY 2025

... Australia and South Australia. Based in Perth, Knight will work with the intermediary client segment, including financial planners, wealth managers and stockbrokers. Knight's appointment is a sign of the firm's ambitions to increase its presence ...

David Paradice hires from Betashares

ELIZABETH FRY | THURSDAY, 20 FEB 2025

... Financial Solutions. The newly minted wholesale distribution lead said that at Betashares, he mainly looked after financial planners and advisors in New South Wales. Now, he covers a more diverse set of clients, including consultants, family offices ...

Civitas appoints new business partner

ANDREW MCKEAN | FRIDAY, 31 JAN 2025

... managing director Mark Stephen said optimising operational efficiencies is crucial for AFSL businesses, and financial planners often struggle to focus on streamlining because of other priorities. "This is where we see James' expertise - to guide these ...

The highest paying jobs in financial services: Data

ELIZA BAVIN | THURSDAY, 16 JAN 2025

... around $375,000. Risk and compliance managers are bringing in around $190,000 to $250,000 depending on the role. Financial planners earn anywhere between $95,000 and $150,000 per year.

'But for' compensation methodology unfair: FAAA

KARREN VERGARA | FRIDAY, 29 NOV 2024

... Commonwealth Bank, which some years ago took clients' investments out of term deposits, referred them to financial planners who invested the money in high-growth portfolios, and then lost their money. Many people would agree that if the client remained ...

Self-regulation on the cards: FAAA

KARREN VERGARA | THURSDAY, 28 NOV 2024

... profession; and lead the profession. "The environment in which we operate is rapidly changing, and professional financial planners are being challenged more than ever before. The rapid pace and uncertainty surrounding regulatory change, rising costs ...

Can technology help advisers service the masses?

KARREN VERGARA | TUESDAY, 26 NOV 2024

... competition or the threat of a new platform. "It will be scaled advisers. I think that the huge opportunity is for financial planners to take that market, if you look maybe 10 to 20 years into the future," Daniel said.

Cbus rolls out Advice Essentials Plus

KARREN VERGARA | MONDAY, 28 OCT 2024

... Cbus to provide this service because they trust their fund and the fees associated with utilising external financial planners were cost prohibitive," she said. "We're really pleased to have developed this offering to address that member need to expand ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI | TUESDAY, 8 OCT 2024

... management at the time. AZ NGA is Pride Advice's majority shareholder. Given that the number of registered financial planners has nearly halved from some 30,000 prior to the Hayne Royal Commission, Schatto said it is important to develop more advisers ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI | FRIDAY, 13 SEP 2024

... last two years. "We're always looking for ways to serve more advisers and increase the number of independent financial planners who call North home, which is why we're focused on expanding North's investment menu and delivering further additions aimed ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

Follow the leaders

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE