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

Search Results

Showing 701 - 710 of 2303 results for "Financial Planner"

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
Lonsec Fiscal has launched a new business division, Lonsec Investment Solutions, which will be led by Lukasz de Pourbaix in the chief investment officer role. The new division will be responsible for building model portfolios for advisers. It has been ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
... complete their practical experience (over 12 months) an education grant to assist in getting their Certified Financial Planner, Fellow Chartered Financial Practitioner, or Masters in Financial Planning qualification. "This reinforces our existing relationship ...

AIA builds team to focus on adviser distribution

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
... joined AIA Australia in 2012 and has almost a decade of experience in the financial services industry both as a financial planner and a business development manager. Lawrence and Bennett will be client development managers for New South Wales. Lawrence ...

FIIG offers Apple bonds

MARK SMITH  |  TUESDAY, 8 SEP 2015
Fixed income specialist FIIG Securities has added Apple bonds to its DirectBonds Service, giving private investors, SMSFs and clients of financial planners their first chance to access the bonds. Like the 300-plus other bonds on the DirectBonds list ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
Net establishments of new self-managed super funds have steadily declined since mid-2014, according to ATO and APRA data. Specifically, net establishments have fallen by 24% to 22,822 in the 12 months to June 2015. While this can be partly attributed ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
Around 80% of planners are prepared to make changes to their business models should the Trowbridge recommendations be implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers ...

Fiducian reports growth after restructure

STAFF WRITER  |  FRIDAY, 28 AUG 2015
Fiducian net profit after tax grew 28% for the year to 30 June 2015, during which the financial planning group restructured and acquired a number of advice businesses. The group's profit was $5.7 million, up from $4.5 million the year before, while ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... accredited as FPA Professional Practices. Over 90% of UniSuper's private client advisers hold the Certified Financial Planner (CFP) designation and over 65% of its more than 30 advisers hold the same accreditation. "We strongly believe in the benefits ...