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

Search Results

Showing 5931 - 5940 of 18266 results for "Plan"

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
Financial advisers are losing clients and the ongoing financial services Royal Commission isn't helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals. In the ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
Cryptocurrency exchange Cointree is entering the superannuation space and enabling members to set up SMSFs that invest in digital assets immediately. It is partnering with New Brighton Capital, an SMSF service provider specialising in helping members ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... end all" that funeral wishes are carried out, she said. Finder shows that 60% of Australians or 11.2 million people don't plan to pay for their funerals before they die, leaving relatives to foot the bill.

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows. The majority (78%) of financial advisers polled in Financial Standard's sister publication FS Advice would prefer to be self-licensed, similar ...

Mirae Asset Management hires distribution head

KANIKA SOOD  |  FRIDAY, 13 JUL 2018
The $171 billion global asset manager has hired a local distribution head to grow its Asian equities offerings in the Australian market. Joining Mirae Asset Management is Don Gunawan as its head of wholesale and retail distribution. In his most recent ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

EU to offer cross-border pension scheme

KARREN VERGARA  |  THURSDAY, 12 JUL 2018
... Bulgaria's minister for finance Vladislav Goranov said: "The pan-European pension product will bolster our capital markets union plan, as it will help channel savings towards long-term investments. It will promote competition amongst pension providers ...

APRA tells banks to prepare for financial storm clouds

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
The chairman of Australia's prudential regulator wants banks to take advantage of a relatively good climate and build financial resilience before storm clouds form. Speaking at an Australian Business Economists lunch yesterday, APRA chairman Wayne Byres ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... had spoken to a financial adviser in the past 12 months. More concerning, 60% of respondents admitted they don't have a plan for retirement. Figure 1. AustralianSuper Retirement Confidence Index research As such, AustralianSuper is urging all Australians ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
Life insurer TAL is growing its portfolio of health-related education courses through its financial adviser training program. TAL Risk Academy is introducing an education course which assists financial advisers to get the best outcomes for clients who ...