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

Search Results

Showing 6581 - 6590 of 18271 results for "Plan"

ETFs set to continue dominance

JAMIE WILLIAMSON  |  WEDNESDAY, 2 AUG 2017
Nearly one third of Australia's financial advisers will increase their use of exchange traded funds in client portfolios over the next 12 months. This is a key finding from a recent Rainmaker adviser survey which showed that while 35% of advisers are ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Labor cracks down on discretionary trusts

KARREN VERGARA  |  MONDAY, 31 JUL 2017
Opposition Leader Bill Shorten is cracking down on high-income earners exploiting a trust loophole that minimises tax bills. The Labor leader is pledging to impose a minimum 30% tax rate on the distributions of discretionary trusts to beneficiaries ...

DomaCom to ease issue of retirement funding

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
Fractional property investment platform DomaCom has signaled a move into reverse mortgage lending, confirming it is developing a senior equity release product to be available before 2018. In its quarterly update DomaCom outlined its plans for a senior ...

Industry fund and wealth manager finalise integration

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
... 200 financial planners located in metropolitan and regional centres throughout Australia. First State Super and StatePlus plan to fully integrate their two teams into one, effective 1 August 2017.

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning, according to Bartier Perry Lawyers executive lawyer Chris Tsovolos. Speaking at the inaugural Financial Standard Best Practice Forum ...

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
A future where people routinely live to 100 has significant implications for society - and more specifically financial planning, according to State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan Shead. Speaking at the inaugural ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...