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

Search Results

Showing 7311 - 7320 of 18271 results for "Plan"

FinTech Australia appoints CEO from Fairfax

ALEX BURKE  |  FRIDAY, 10 JUN 2016
Fintech association FinTech Australia has appointed a new chief executive. Danielle Szetho joins FinTech Australia from FairFax Media, where she was banking and finance industry head. She held multiple other roles at Fairfax, including head of data ...

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
As the largest global demographic group and number one source of global income advisers must adapt their practices to meet the growing demands of millennials, according to Rocky Scopelliti, global industry executive - banking, finance and insurance ...

Former ANZ planner slapped with ban

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
ASIC has handed down a one year ban to a former ANZ planner after he was deemed not to be adequately trained or competent to provide financial services. Wayne Meadth was an employee of ANZ from 2004 to March 2014, it was ANZ who lodged a breach report ...

La Trobe Financial prices $250m RMBS Issue

MARK SMITH  |  THURSDAY, 9 JUN 2016
Credit specialist La Trobe Financial has priced its third issue of Residential Mortgage-Backed Securities (RMBS). The issue, which includes several tranches of the investment grade debt, totals $250 million. "We are very pleased with the support for ...

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... implementation of the estate planning process. Specifically, the tool allows planners to "facilitate" the development of an estate plan - on which they are not legally allowed to advise - by consolidating relevant information on clients to "create a ...

ASIC warns SMSF accountants to have backup plan

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
ASIC has warned SMSF accountants to prepare for a contingency if their limited Australian financial services (AFS) licences are not regulator approved by 30 June. Accountants who lodged their applications after 1 March 2016 face a "significant risk" ...

Lack of ownership costing Australians in retirement

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
Midwinter has launched an online education portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software. The Midwinter Academy will allow users to access and undertake training from ...

Surveys show accumulation and retirement battle

DARREN SNYDER  |  TUESDAY, 7 JUN 2016
Two superannuation industry surveys published this week have again reflected the difference between Australia's strong accumulation system and its problematic retirement models. Results from a Roy Morgan survey of more than 18,000 Australians with superannuation ...

Australia on top

BENJAMIN ONG  |  MONDAY, 6 JUN 2016
Woe is us. Australians all, let's not rejoice! The Australian equity market's reaction to the better-than-expected - heaps better - 1.1% quarterly expansion in March quarter real GDP is beginning to plant the seed of doubt in my psyche. Doubt that perhaps ...