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

Search Results

Showing 771 - 780 of 2303 results for "Financial Planner"

Employers must do more to promote ethical culture

MARK SMITH  |  THURSDAY, 5 MAR 2015
Legislation will not be enough to promote an ethical financial services industry which engenders trust, according to CFA Institute. CFA Society president Anthony Serhan said while reforms such as Future of Financial Advice (FoFA) have improved transparency ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

Assistant Treasurer to consult with financial advice stakeholders

ALEX BURKE  |  FRIDAY, 20 FEB 2015
Assistant Treasurer Josh Frydenberg has announced he will discuss issues pertaining to professional, standards within the financial services industry with all relevant "stakeholders" prior to making any policy decisions. Noting the value of the Parliamentary ...

Pengana Capital appoints Singapore director

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
Pengana Capital has appointed an executive director for its Singapore office in a bid to develop its institutional business outside of Australia. Anthony Huston will initially focus on institutional sales opportunities for the Pengana Asia Special Events ...

OPINION: The Achilles heel of unbundled services

DARREN SPEIRS  |  WEDNESDAY, 18 FEB 2015
... research, analytics, modelling and trade execution - has been phenomenal. In practice, the SMSF trustee - or their financial planner - has a need to exchange information with any number of these service providers and this presents a dilemma. Operating ...

Embrace client interests or wither on the vine, advisers told

MARK SMITH  |  WEDNESDAY, 18 FEB 2015
... action for maintaining the long-term health of the industry. "I want my kids to be proud to say their dad is a financial planner like they would a doctor or any other profession. Unfortunately I don't think you can say today that that is the case. We ...

NAB kick starts self-employed advice channel

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
National Australia Bank (NAB) is offering its advisers the opportunity to become self-employed through a new channel. Seven financial planners have recently signed up to the NAB Self Employed model and the bank aims to grow the channel to 15 advisers ...

ASIC to face legal action over Storm Financial

LAURA MILLAN  |  THURSDAY, 5 FEB 2015
The Australian Securities and Investments Commission (ASIC) is facing a class action for its alleged delay in taking action against Storm Financial and for allegedly acting to protect the interests of major banks, particularly the Commonwealth Bank ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... advice" and "exceptional risk advisers who give very good financial planning advice. "But they are either a financial planner who gives very good risk advice, or a risk adviser who gives very good financial planning advice."

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
The Financial Planning Association (FPA) has received expressions of interest from several superannuation funds keen on striking referral deals similar to those signed with Cbus and Sunsuper. FPA chief executive Mark Rantall told Financial Standard ...