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

Search Results

Showing 11 - 20 of 116 results for "Financial Planning Services"

Robo-advice to be worth US$1.4 trillion

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... and Wealthfront were among the first to step into this gap a decade ago. They offer algorithm-driven financial planning services with little to no human supervision." In 2017, assets under management in the robo-advice sector amounted to US$240 billion ...

ASIC drags NAB to court for fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 17 DEC 2019
... between December 2013 and February 2019 by engaging in fee-for-no-service conduct by not providing financial planning services to a "large number" of customers it was charging fees to. According to ASIC, NAB failed to issue - or issued defective - fee ...

Link Advice partners with $12bn super fund

HARRISON WORLEY  |  THURSDAY, 31 OCT 2019
... superannuation fund. Link Advice has partnered with LGIAsuper as the fund aims to meet increased demand for financial planning services. According to LGIAsuper, members can now access advice both outside of normal business hours, and in regional and ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... professionalism and wish him the very best in his future endeavours as a provider of high-quality financial planning services in Australia." A spokesperson for McGregor Wealth Management said McGregor had always led the business and so it was natural ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... acquisition and to work with MyState to ensure that our clients continue to have access to quality financial planning services and as well, have the benefit of trustee and home lending services from MyState." Singh added that as a part of the acquisition ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
... customer service and outcomes with the agreement to deliver customers increased access to specialised financial planning services, Bendigo and Adelaide Bank executive, consumer banking Richard Fennell said. The dynamics impacting advice businesses have ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... the white paper with Hoven, said: "At stake is the threat to retail customers' willingness to access financial planning services. Recent studies show that even indirect exposure to misconduct destroys trust and results in non-participation." "A key differentiator ...

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... complementary fit for Robson Partners in the Central Coast region, as the former does not presently engage in financial planning services, Rowe said. "To compete and succeed, the company has indicated it will step up and out of the 100% ownership model ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
... complementary fit for Robson Partners in the Central Coast region, as the former does not presently engage in financial planning services. Both Stephen Walker and Gerard Andrews will become owners in Robson Partners. CountPlus chief executive Matthew ...

TelstraSuper rolls out digital makeover

MICHELLE BALTAZAR  |  WEDNESDAY, 1 FEB 2017
... and investments critical. Reflecting this, TelstraSuper was one of the first super funds to offer financial planning services to their members. "But we have strong representation across the different age ranges and a fast growing retiree cohort. This ...