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

Search Results

Showing 5981 - 5990 of 18266 results for "Plan"

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
To ensure the success of financial advice businesses in the post-Royal Commission world, financial advisers must separate planning and product advice fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of ...

ASIC drags Westpac to court

KANIKA SOOD  |  MONDAY, 18 JUN 2018
ASIC has initiated civil penalty proceedings against Westpac in relation to a Perth financial planner whose poor advice has already seen the bank foot a $12 million bill to remediate clients. Sudhir Sinha provided financial advice in the Perth area ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
More than 300 guests attended last night's 2018 Financial Standard Marketing, Advertising & Sales (MAX) Excellence Awards, which recognised the outstanding achievements in marketing, sales and business development by an individual, team or organisation ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
Class has made a new functionality available to financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality ...

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
An NYSE-listed global insurance brokerage and risk management firm is acquiring an Australian superannuation consulting services company along with its technology-based sister firm as part of a continued play into the Australian wealth market. Arthur ...

Contango to launch global active ETF

ALEX BURKE  |  FRIDAY, 15 JUN 2018
Contango Asset Management (CGA) is planning to launch a global equities active ETF on the ASX, overseen by a US-based investment partner, and has recruited a new distribution team. The WCM Quality Global Growth Fund (proposed code: WCMQ) will be managed ...

Former ANZ GM joins NAB

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
NAB has hired a former ANZ general manager in a bid to boost customer experience in its business banking division. The bank has appointed Tania Motton to the newly created role of customer executive NAB Partners - Southern, with Motton reporting to ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
The Productivity Commission's proposed best-in-show list of the top 10 default superannuation products could have pressing implications for financial advisers which shouldn't be overlooked. According to Wealthdigital technical manager Rob Lavery, the ...

Pension fund becomes green lender

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... additional funding to increase its own green holdings. Claiming to be the first pension fund to do so, the Canada Pension Plan Investment Board (CPPIB) described the issuance of green bonds as a logical next step in its investment-focused approach to ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
The Association of Financial Advisers will lobby ASIC and the Federal Government to extend the transition period provided to Dover Financial Advisers' authorised representatives in the wake of the dealer group's shock closure. On Friday evening ...