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

Search Results

Showing 7671 - 7680 of 18273 results for "Plan"

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) has revealed the winners of the Associate Financial Planner of the Year Award, the Student of the Year Award and the Gwen Fletcher Memorial Award. The winner of the 2015 FPA Associate Financial Planner (AFP) ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
Non-aligned adviser group Madison Financial Group has appointed a new national practice development manager. Jamie Johns joins Madison from Capstone Financial Planning, where she was national business manager. She has also held positions at Bendigo ...

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) chairman Neil Kendall said that the organisation's strategy has not changed, despite the leadership reshuffle. "We have just changed the bus driver," he said. Speaking to the media at the FPA Congress in Brisbane ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
Mergers and acquisitions of advice practices are happening at an unprecedented level due to excellent market conditions, according to Forte Asset Management director Steven Prendeville. Speaking at a panel session of the FPA Congress titled 'How to ...

Pepared for "lift-off" watch out for "ceasing"

BENJAMIN ONG  |  FRIDAY, 20 NOV 2015
'Twas the month before lift-off, when all through Wall Street not a creature was stirring, they do not weep." My apologies to Clement Clarke Moore for butchering his immortal poem but I find his words fitting - with a few adjustments - during this time ...

ASIC accepts J.P. Morgan enforceable undertaking

ALEX BURKE  |  THURSDAY, 19 NOV 2015
... commencement of the service. As a result, the entities must now appoint an ASIC-approved independent expert, establish a remediation plan and then undertake a "hindsight review." "It is fundamental to the class order relief granted to foreign financial ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
CBA's advice arm will extend its Woman and Financial Planning education program to all of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
As the SMSF rush slows down, Laura Millan asks whether individual funds will withstand harsher market conditions and reviews member direct investment options. It is a known fact that self-managed super funds (SMSFs) outperformed funds regulated by the ...

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
JBWere has made three senior appointments across its advice, products and markets, and operations teams in a bid to grow flexibility in an evolving business environment. Joining JBWere as general manager products and markets is ESSSuper board member ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall ...