The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 891 - 900 of 2303 results for "Financial Planner"

FoFA changes to cost consumers millions

JAMES FERNYHOUGH | THURSDAY, 22 MAY 2014

Consumers could be $530 million a year worse off as a result of the proposed amendments to the Future of Financial Advice (FoFA) reforms, a report has found. The report, carried out by Rice Warner and commissioned by Industry Super Australia (ISA) ...

PROFILE: netwealth head of advice Simon Micallef

LAURA MILLAN | WEDNESDAY, 21 MAY 2014

Business and soccer have been parallel careers for netwealth head of advice Simon Micallef, and he has been moving swimmingly from one to another. But despite his love of the worldA game, he admits to Laura Millan that Australia will get its financial ...

BT to manage $1.2 billion for People's Choice

LAURA MILLAN | TUESDAY, 20 MAY 2014

BT will manage $1.2 billion in funds under advice from member-owned financial institution People's Choice Credit Union. The credit union was previously working with multiple platform providers and individual fund managers and made the decision to look ...

Another Genesys executive leaves amid AMP restructure

LAURA MILLAN | MONDAY, 19 MAY 2014

Genesys Wealth Advisers head of leaders program and strategic alliances has left the AMP-aligned business, following the redundancies of five other managers in January. Andrew Kennedy has now left Genesys and started a new role as head of distribution ...

CBA forced to review poor compensation methods

LAURA MILLAN | MONDAY, 19 MAY 2014

Commonwealth Financial Planning and Financial Wisdom will have to reopen compensation processes for more than 4,000 clients after its methods were found to be inconsistent and disadvantaged customers. The Australian Securities and Investments Commission ...

Advisers turn budget into opportunity to engage

LAURA MILLAN | THURSDAY, 15 MAY 2014

Tech savvy financial planners have turned fears around the 2014/15 federal budget cuts into an opportunity to highlight the value of advice and engage with their clients on social media. The government's warnings before the release of the 2014 budget ...

Queensland advice firm falls foul of regulator

MARK SMITH | THURSDAY, 15 MAY 2014

ASIC has accepted an enforceable undertaking (EU) from Queensland-based financial services firm LCL Capital after it found failings in the way the companyA monitored and supervised its advisers. ASIC's investigation came after a review of the advice ...

Cuts to ASIC and ATO push industry to self-regulation

LAURA MILLAN | WEDNESDAY, 14 MAY 2014

Budget cuts to the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO) will force the industry to rely more on self-regulation. The budget is contemplating cuts of $142.8 million over the next three years ...

Count awards advisers in Shanghai conference

LAURA MILLAN | TUESDAY, 13 MAY 2014

Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai. The awards recognised financial advice quality and good client outcomes within the different practices. The Member Firm of the ...

Fiducian acquisition adds $66 million in FUA

LAURA MILLAN | WEDNESDAY, 7 MAY 2014

Fiducian Group has acquired a financial planning business that will add $66 million to its funds under advice. The listed company did not disclose the names of financial planners or dealer groups joining or selling their businesses to Fiducian. The ...

PAGE:

Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

A guaranteed future

The market has changed. The opportunity hasn't.

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE