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

Search Results

Showing 7411 - 7420 of 18273 results for "Plan"

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
Financial services platform provider Fiducian has flagged it will be targeting self-managed accounts in the next financial year, capitalising on the rise in SMAs being set up by independent financial advisers. Fiducian chief information officer Alan ...

Down, down prices are down

BENJAMIN ONG  |  THURSDAY, 28 APR 2016
We interrupt normal programming to bring you Australia's shock inflation news. The A$ dropped to as low as US$0.7572 overnight, a 2.3% depreciation from the previous day's close of US$0.7749 after yesterday's CPI report increased the probability that ...

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
... with 19% of those seeking that advice from their employer, and by extension, the financial adviser for that workplace super plan. "And with over 2.1 million actively trading businesses in Australia, there is a great opportunity for advisers to work in ...

Paradigm appoints head of operations

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
Paradigm Group has appointed a new head of operations. Carsten Zuber joins Paradigm from Industry Fund Services, where he was the group's project manager. Prior to that, he was manager, wealth protection, then advice manager, at QInvest. Commenting ...

ASIC bans ex-NAB planner from the industry

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
ASIC has permanently banned a former NAB adviser. Hardik Bhimani was a senior financial planning manager, then a senior financial planner, with NAB Financial Planning from April 2011 to November 2014. It was during this period that ASIC has now accused ...

Registrations for Adviser Big Day Out VICTAS closing soon

MARK SMITH  |  TUESDAY, 26 APR 2016
Registrations will soon close for the Victoria and Tasmania legs of the Advisers Big Day Out tour. The Advisers Big Day Out (ABDO) program is an independently conducted professional development Roadshow, designed to give financial advisers and planners ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
... in fee-based advice, a focus on service, and client best interests. Pride joined AZNGA in order to accelerate our growth plan. This deal represents the first step in achieving our growth objectives." AZ NGA chief executive Paul Barrett added: "When proprietors ...

InterPrac appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third ...

Energy Super partners with robo-adviser

DARREN SNYDER  |  FRIDAY, 22 APR 2016
... and prospective clients. It also gives good budget control and can be integrated seamlessly with our existing systems. "Our plan is for the online Decimal advice platform to complement our existing suite of financial advice, which ranges from free, single-issue ...