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

Search Results

Showing 611 - 620 of 4062 results for "Financial Planning"

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... flat rate of 0.79%, a whopping three times less than what the industry charges on average. Vanguard Personal Financial Planning promises to provide high-quality, low cost, retirement-saving advice based on a tiered approach. Support-service levels increase ...

MLC GM joins dealer group

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
The former general manager of MLC Financial Planning and the MLC advice network has jumped to a dealer group aligned with a real estate agent. Wealth Market, which is associated with Ray White and Loan Market, has appointed Jasia Fabig as national practice ...

BUSSQ appoints two executive managers

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... has previously worked at Equipsuper as executive officer, member engagement and director for the Equipsuper Financial Planning business. With a background in financial advice, Magee has also served as a financial planner at Telstra Super, Westpac and ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... asset management services to advisers. His prior experience includes working in senior banking, insurance and financial planning roles at NAB and BNZ. Intelliflo has also hired Stephen Wirth and Nicholas Sekulovski in a bid to grow the business. Wirth ...

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre for Financial Planning. The newly created position will see Harris advance diversity and inclusion programs. This includes identifying, developing ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Count are: Sapphire Coast Financial Services (formerly licensed through Godfrey Pembroke), Next Generation Financial planning (Meritum) and Aspire Financial Planning Group (Garvan). Sapphire Coast Financial Services is the fourth firm to join Count Financial ...

Advice association chief steps down

JAMIE WILLIAMSON  |  THURSDAY, 25 MAR 2021
... FASEA exam and degree equivalent requirements, he said. "Similarly, he facilitated our collaboration with the Financial Planning Association, Financial Services Council and other industry stakeholders, via forums such as the AFA/FPA Joint Associations ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... but it's important that people understand the facts as they actually are," Aware group executive, advice and financial planning Sarah Forman said. Aware integrated the StatePlus AFSL into the fund in 2019 when it was still known as First State Super. ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and ...

Celebrating women in financial services

STAFF WRITER  |  MONDAY, 8 MAR 2021
... without many of the challenges that may have been present in the past. Q: If your daughter were entering the financial planning industry tomorrow, what three pieces of advice would you give her? A: First, I'd say to check out the 'our team' ...