The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 611 - 620 of 1758 results for "Financial Planners"

Advisers need soft skills first to engage new clients

LAURA MILLAN | WEDNESDAY, 30 APR 2014

... planning process. The latest CoreData 'Financial planning shadow shop' report revealed that the most successful financial planners from a customer acquisition perspective were those who have the ability to make a first great impression and sell themselves ...

FSC and ISA clash over super and awards

LAURA MILLAN | THURSDAY, 24 APR 2014

... assessment of funds could leave members worse off." "The banks preference for a 'free for all' where bank employed financial planners and business bankers sell compulsory super at workplaces will reduce the integrity of Australia's super system and ultimately ...

CBA exec joins Future2 board

LAURA MILLAN | TUESDAY, 22 APR 2014

... financial planning Steve Helmich welcomed Perkovic to the board. "As Future2 works towards greater engagement by financial planners in their profession's charitable foundation, Marianne's enormous breadth of experience in the advice sector will be invaluable ...

ASIC admits wrongdoing in Senate hearing

LAURA MILLAN | FRIDAY, 11 APR 2014

... the morning, it had become evident that CFP hadn't made the necessary efforts to recover documents that rogue financial planners had modified or removed from client files. Maurice Blackburn principal John Berrill explained that it cost the law firm $35,000 ...

Advisers show overwhelming support for ETFs

MARK SMITH | MONDAY, 7 APR 2014

A recent State Street Global Advisors (SSgA) seminar has revealed that Australian financial planners overwhelmingly support the use of exchange traded funds. A survey of attendees at SSgA's "Strategies for Accessing International Investment Opportunities" ...

ASFA and AIST push for tighter regulation of SMSFs

JAMES FERNYHOUGH | WEDNESDAY, 2 APR 2014

... consumer risk, such as those posed by the global financial crisis. One answer to this was mandating the use of financial planners. "ASFA has previously advocated that consumer protection be increased in relation to SMSFs by mandating that asset classes ...

Cbus first industry fund to get Lonsec rating

MARK SMITH | MONDAY, 31 MAR 2014

... of industry funds in the past an opportunity to have their questions answered. "It also provides over 4,000 financial planners and advisers who have access to Lonsec Research another significant point of reference in making recommendations about suitable ...

Count Financial launches its Accountants' Solution

ALICE URIBE | THURSDAY, 20 MAR 2014

... not need to obtain their own Australian Financial Services Licence. "Not all accountants want to become full financial planners, but going forward they need to be licensed to do what they're currently doing.A Accountants risk losing clients if they decide ...

FoFA introduced into parliament with some tweaks

ALICE URIBE | WEDNESDAY, 19 MAR 2014

... for amendments introduced today that reduce red tape. "The changes will reduce the cost of doing business for financial planners and the flow-on costs to consumers. It's a win for financial planners and a win for their clients," Rantall said. Whiteley ...

Professional planners don't accept commissions: FPA

ALEX DUNNIN | WEDNESDAY, 19 MAR 2014

Professional financial planners do not accept commissions because the conflicts of interest commissions create cannot be managed, says Matthew Rowe, chair of the Financial Planning Association. "We don't believe that a commission should be payable on ...

PAGE:

Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI | 12:39PM

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA | 12:33PM

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA | 12:10PM

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI | 12:28PM

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE