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

Search Results

Showing 331 - 340 of 11032 results for "Planning"

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
Sequoia Financial Group's chair has told shareholders that "good governance remains central" to how it operates and confirmed it is in talks with Netwealth and Macquarie over their decision to bar InterPrac advisers. Addressing its annual general ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... emerging adviser. The FAAA University Student of the Year Award, which recognises members who are enrolled in a financial planning related course in a tertiary institution or equivalent, was given to Katherine Mitterer. She is currently studying a Bachelor ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
The shortage of financial advisers is seeing firms increasingly raise base salaries by as much as $50,000, according to a report by Kaizen Recruitment. The recruitment firm's latest wealth management salary guide found it comes as superannuation funds ...

Cbus launches Age Pension campaign

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... about other government entitlements including JobSeeker and Disability Support Pension. Cbus will also offer retirement planning seminars for members with low super balances, and advice services to help members maximise their pension eligibility. The ...

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The shadow minister for financial services Pat Conaghan has thrust ASIC front and centre of the First Guardian and Shield Master Fund collapses, saying it should take accountability for its delayed action and it is high time for its reformation. Conaghan ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... roles, primarily right now in the Philippines and in India, to give them an opportunity to complete Australian financial planning qualifications," she said. "Potentially we can move them back onshore at the point at which they become eligible for a professional ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
The challenges around risk advice have forced many advisers to abandon the sector. With greater complexity and a dwindling number of specialists, experts fear the risk market may cease to exist, the FAAA Congress 2025 has heard. There are currently ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... regular monthly check-ins. The report identified that HNW investors seek financial advice for assistance with long-term planning (54%) and an adviser's ability to understand their complete wealth situation (49%). Respondents said they value advisers ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...

SQM vows to 'respectfully' defend ASIC case

MATTHEW WAI  |  TUESDAY, 18 NOV 2025
... Separately, in the same week, ASIC also commenced legal proceedings against MWL Financial Services and Interprac Financial Planning over Shield and First Guardian advice failures.