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

Search Results

Showing 5771 - 5780 of 18266 results for "Plan"

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
The Association of Financial Advisers recognised a number of its members for their exceptional service to the association, including across new categories. Traditionally comprising the AFA Appreciation Award alone, this year the AFA introduced two new ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Accepting the award, Powell said: "My personal journey has demonstrated to me that what we do is amazing. Even if you have a plan, it might not pan out so planning for the unimaginable is so vital. We are so fortunate to be blessed with so many great ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
Delegates today heard the impending Royal Commission into aged care could serve as a catalyst for more Australians to access financial advice. While presenting a focus session on the new age of aged care, Challenger technical services manager Sean Howard ...

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
High profile financial adviser Sam Henderson has been found guilty of nine of 10 alleged breaches of the Financial Planning Association of Australia's code of professional practice. The determination was delivered this afternoon by the FPA's ...

CBA releases remediation scorecard

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
An independent review of CBA's remediation action plan says the bank has satisfactorily hit just one of its 153 milestones as at August end, but is showing evidence of commitment. CBA was required to put together a remediation action plan after APRA ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ...

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The Association of Financial Advisers appointed a new general manager for strategic alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for ...

CFS technical expert moves to Australian Unity

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
A long-serving Colonial First State technical expert is moving to Australian Unity. Australian Unity's advice arm appointed Yvonne Chu as its head of technical services. Chu spent more than 11 years at CFS, starting as a technical manager before ...