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

READ NOW

Search Results

Showing 901 - 910 of 2303 results for "Financial Planner"

New entrants drive growth in global equities sector

STAFF WRITER | MONDAY, 5 MAY 2014

Over the past 12 months the global equities sector has seen the highest number of new entrants since before the onset of the global financial crisis, a report by investment research house Lonsec Research (Lonsec) has revealed. Lonsec's Global Equities ...

New reports to stir financial planning perfect storm

LAURA MILLAN | MONDAY, 5 MAY 2014

... ABC. "Our members who are doing the right thing are clearly disappointed when we have negative reporting of one financial planner in the media," the Financial Planning Association (FPA) chief executive Mark Rantall told Financial Standard. Rantall said ...

FPA creates Gwen Fletcher Memorial Award

LAURA MILLAN | MONDAY, 5 MAY 2014

... award is valued at $1,000 each and is funded by the FPA. Fletcher was responsible for bringing the Certified Financial Planner (CFP) designation to Australia in 1990. "She was always open to offering her advice and opinion when it was sought, and was ...

Brogden reveals thinking behind FWC legal challenge

JAMES FERNYHOUGH | WEDNESDAY, 30 APR 2014

The Financial Services Council's (FSC) decision to challenge the constitutional basis of the Fair Work Commission (FWC) Expert Panel in the Federal Court is part of a strategy to "damage the credibility of the process", FSC chief executive John Brogden ...

Advisers need soft skills first to engage new clients

LAURA MILLAN | WEDNESDAY, 30 APR 2014

Soft skills and the ability to enthuse clients are more important than the value of the advice service during the first stages of the financial planning process. The latest CoreData 'Financial planning shadow shop' report revealed that the most successful ...

FSC and ISA clash over super and awards

LAURA MILLAN | THURSDAY, 24 APR 2014

The Financial Services Council's (FSC) request to review the constitution of the Fair Work Commission (FWC) expert panel on super and awards has met with opposition from Industry Super Australia (ISA). The FSC questioned the validity of the FWC expert ...

Consumers reluctant to use online advice

LAURA MILLAN | WEDNESDAY, 23 APR 2014

Consumers do not trust online advice and still prefer to meet their financial planner face to face. A Financial Services Council (FSC) research into consumers' digital engagement with superannuation and wealth management found that only 13% of Australians ...

Wake-up call for watchdog after inquiry

LAURA MILLAN | TUESDAY, 22 APR 2014

... Whish-Wilson said. Nationals' Senator John Williams said that ASIC should be able to "put a stop order on a financial planner or a liquidator when evidence of misconduct is presented, effective immediately." Williams first flagged the issues around ASIC's ...

CBA exec joins Future2 board

LAURA MILLAN | TUESDAY, 22 APR 2014

Commonwealth Bank (CBA) executive general manager of advice has joined the board of the Future2 Foundation. Marianne Perkovic was elected Future2 board director and trustee for a three year term at a recent board meeting. The Future2 board now has nine ...

ASIC admits wrongdoing in Senate hearing

LAURA MILLAN | FRIDAY, 11 APR 2014

The Australian Securities and Investments Commission (ASIC)'s top officials admitted that the regulator could have done more to prevent poor advice and malpractices in a tense five-hour Senate hearing. The hearing focused on ASIC's performance in dealing ...

PAGE:

Global X awards mandate for ETF business

ELIZA BAVIN

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

Bell Asset Management launches small-caps fund

KARREN VERGARA

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

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

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

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

The market has changed. The opportunity hasn't.

Follow the leaders

Strength amid noise

A guaranteed future

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

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

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