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

Search Results

Showing 431 - 440 of 10923 results for "Planning"

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... liquid assets and portfolio intelligence. Fitzgerald joined ART just over a year ago as head of investment resilience & planning. This function has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... and for every working Australian," Johnston said. "AIOFP's relationship with NEXT RURAL, a service offering succession planning opportunities for the accounting profession will also benefit from the moneyGPS partnership. "The AIOFP is excited about its ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
The Australian Financial Complaints Authority (AFCA) will expel United Global Capital's (UGC) membership effective May 31. UGC, which is now in liquidation, began providing financial services, including financial advice, in 2017 to retail and sophisticated ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
A Fullerton-based accounting and financial planning firm has entered a binding transaction with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint ...

Adviser exam pass rate declines

MATTHEW WAI  |  MONDAY, 7 APR 2025
ASIC has released the results of the 28 th Financial Adviser Exam, held on March 6. Of the 241 candidates to sit the exam, 177 passed, representing 73.4% of the cohort. Of those 241 candidates, 175 (72.6%) sat the exam for the first time. The pass rate ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
As Australians prepare for the great intergenerational wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... playing with some of our clients", said Lioutas. Before his three years with the research house, Ribarovsk was a financial planning analyst at PSK Private Wealth. Genium has existing consulting clients servicing over 400 advisers and managing more than ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
The Australian Financial Complaints Authority (AFCA) lead ombudsman, investments and advice Shail Singh has told financial advisers that poor practices are the main contributor to the soaring costs of the Compensation Scheme of Last Resort (CSLR). "It's ...