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

Search Results

Showing 5941 - 5950 of 18266 results for "Plan"

Industry expert joins SMSFA board

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A self-managed superannuation fund specialist is joining the board of the SMSF Association on September 1. Verante Financial Planning director and financial planner Liam Shorte will replace Andrew Gale, who is stepping down after a six-year tenure. ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
Latest research from SuperFriend shows about half of financial services employees face ongoing stress at work. According to the mental health organisation's annual Indicators of a Thriving Workplace survey, 47% of financial services employees are ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... superannuation funds in the market. Diversa Trustees will act as its trustee. The underlying financial product is the DIY Master Plan. Raiz customers, via their smartphones, can join Raiz Invest Super. They can also consolidate multiple funds, opt in ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...

Pengana adds social measures to impact reporting

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
The $3 billion fund manager has incorporated social measures into its WHEB Asset Management Impact Report for the first time. Pengana launched its 2017 WHEB Asset Management Impact report, incorporating four social measures in addition to the five environmental ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

Victorian super funds discuss merger plans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
Two Victorian industry superannuation funds are in talks to merge, highlighting the benefits of scale to about 120,000 members. Prime Super and Combined Super have signed a memorandum of understanding, announcing the two funds are in advanced merger ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
While there are Dover financial advisers that have managed to transition elsewhere in recent weeks, latest ASIC data shows hundreds of advisers will be without a licensee when the disgraced AFSL shutters today. Rainmaker analysis of ASIC's Financial ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
HSBC Australia is shuttering its retail financial advice division. The closure follows a strategic review and HSBC Australia did not disclose how many staff members are affected. A HSBC spokesperson said: "We have ceased offering retail financial planning ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...