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

Search Results

Showing 5641 - 5650 of 18266 results for "Plan"

HSBC appoints wealth leader

HARRISON WORLEY  |  THURSDAY, 20 DEC 2018
HSBC appointed a new wealth management lead for Australia, but will not relaunch a traditional wealth business. Former Westpac state manager Jessica Power will lead the global bank's retail banking and wealth management arm in Australia from December ...

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
An $8 billion industry superannuation fund recently established a partnership with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super ...

Ten stories that defined the Royal Commission

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
Need a Royal Commission refresh? Here are the top stories you needed to know in 2018. Meller leaves AMP After a difficult appearance at the Royal Commission's hearings into financial advice, AMP's outgoing chief executive made a swift exit ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... salaried financial advisers, resulting in significant redundancies. Among a raft of changes considered by the wealth firm was a plan to discontinue its Virtual Advice offering, which triggered urgent workplace meetings between the Finance Sector Union ...

Shareholders put NAB board in the hot seat

KARREN VERGARA  |  WEDNESDAY, 19 DEC 2018
... remuneration report. Chief executive Andrew Thorburn said in his opening statement that NAB has completed its refunds of plan service fees, and the issue affecting more than 304,000 customers has been closed. "We have also agreed on a remediation methodology ...

Asset manager appoints CIO

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
A global asset manager that runs about $30 billion for Australian and New Zealand clients is welcoming a new chief investment officer. Edward M. "Ted" Maloney is moving into the top investment role at Boston-based MFS Investment Management, 13 years ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
Almost two-thirds of financial advisers are against the removal of grandfathered commissions. A recent poll conducted by Financial Standard's sister publication FS Advice found 63% of respondents do not believe the payment of grandfathered commissions ...

ASIC permanently bans former Apogee adviser

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
A former Apogee Financial Planning representative has been permanently banned from providing financial advice after ASIC found he illegally took $1.4 million from superannuation accounts. ASIC's investigation of Ahmed Saad found he engaged in dishonest ...

Multiforte founder takes AFA Inspire lead

HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
The founder of boutique advice firm Multiforte Financial Services will lead the AFA's community of practice for women in advice. The AFA appointed Kate McCallum as the national chair of AFA Inspire, bringing the Multiforte co-chief executive's wealth ...

ASIC sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... accounts in 2019, which will involve scrutinising the financial advice provided in more detail. In its 2018-22 Corporate Plan, the corporate regulator announced a new project reviewing the practices of managed discretionary accounts (MDAs) and platforms ...