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

Search Results

Showing 41 - 50 of 1168 results for %22FF Planning Solutions%22

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Wealth Management as a senior financial adviser and had more junior roles at Income Solutions, Adviser Group Financial Planning, and Principal Focus. "Dan is a welcome addition to the GQG Partners wholesale team and brings with him yet another differentiated ...

TAL makes leadership changes

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2023
... obvious choice to appoint these roles from within TAL, reflecting our commitment to leadership development and succession planning". "I would also like to thank Tim for his valuable contributions to TAL over a decade and his leadership of the Individual ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Sufficient Funds are finalists for the FAAA Inspire Women Excellence in Advice Award. Boutique Advisers, Future Gen Solutions, and Warr Hunt are nominated for FAAA Professional Practice of the Year. FAAA Gen Next Rising Star of the Year finalists include ...

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
... experience in investment management and superannuation. Masons Stevens said Macri has proven capability in strategic planning, multi-asset portfolio management and executive leadership. "David has an enviable track record of investment performance and ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... Retire+ team to provide technical support and educational resources to help advisers and superfunds navigate retirement planning. She will also assist in the rollout of the businesses' longevity Allianz Guaranteed Income for Life (AGILE) product, launched ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... retirement and leave money and assets as a legacy for their loved ones," he said. Gen Life general manager, retirement solutions Patrick Clarke added: "Australians' number one financial goal is saving for a happy retirement, but in our experience ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track Financial Solutions. AZ NGA chief executive Paul Barrett wants to aggressively expand to Western Australia, flagging more acquisition soon. There ...

Global insurers eye private markets, clean energy: BlackRock

ANDREW MCKEAN  |  FRIDAY, 29 SEP 2023
... US$29 trillion in assets under management. Public fixed income remains a cornerstone in the SAA of insurers, with 92% planning to either maintain or enlarge their holdings, the report said. Notably, over half of the surveyed insurers (51%) intend to ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... million. Diverger provides licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the ...