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

Search Results

Showing 671 - 680 of 4095 results for "Financial planning"

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... to an approved degree. In December, FASEA approved two more degrees - the Bachelor of Commerce majoring in financial planning offered by the University of New South Wales and the Graduate Diploma in Financial Planning offered by the University of Tas ...

Retiree strategies need greater attention: Research

ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
... to change to provide for the needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement Futures, which aims to equip advisers ...

Season's Greetings from Financial Standard

STAFF WRITER  |  MONDAY, 21 DEC 2020
... challenging year. We will continue to bring you the most important stories and developments in wealth management, financial planning and superannuation in the New Year. Our offices will take a short break and re-open on Monday, 4 January 2021. We take ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... structuring provided by Apt Wealth Partners." Tate-Lovery was recently named on the FS Power 50 and also won the Financial Planning Association's Distinguished Service Award for her contribution to the board of the FPA, after the expiration of her term ...

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... the election. She previously held positions at NAB, Rothschild Australia, Deutsche Bank and Australian Super. Financial Planning Association chief executive Dante De Gori welcomed Hume's expanding role and said she has achieved any things for the industry. ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... 2020, with just 60 new advisers joining, according to Rainmaker analysis of the Financial Adviser Register. AMP Financial Planning lost the most advisers of any AFSL this year, with 323 departing between January and December. The Advisers' Association ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
... accounts will be banned, he said, other advice fees will still be permitted. "This is an important outcome." Financial Planning Association of Australia chief executive Dante De Gori welcomed the reforms. "It's great to see the government has made ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... disciplinary body has effectively been scrapped, with Hume flagging its January 2021 launch to mid-year. The Financial Planning Association of Australia said it has continuously advocated for the reduction of regulatory bodies that are "adding unnecessary ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... than 25 years of experience in financial services and financial advice, starting his career at Commonwealth Financial Planning.

AMP Capital APAC managing director exits

JAMIE WILLIAMSON  |  FRIDAY, 4 DEC 2020
... wrote in a LinkedIn post. He plans to take time out to focus on the PhD he is studying, focused on how the financial planning industry must adapt to changing customer needs and circumstances.