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

Search Results

Showing 931 - 940 of 10926 results for "Planning"

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
Treasury has released long-awaited draft legislation to reduce administrative burdens of financial advisers but is missing key pieces, such as the elimination of the Best Interests Duty and the overhaul of the Statement of Advice (SoA). Released today ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... newly created role of head of university and student programs in an effort to attract more graduates into the financial planning profession. Trevaskis was most recently the learning and professionalism manager at AMP and over the years held various education ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... Queensland and, most recently, was chief digital and information officer at Urban Utilities. The specialist financial planning consulting and coaching firm was founded by Viskovic in 2017. Discussing the sale, Viskovic explained it was the right time ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... of closing conditions, should be completed by December 1. Additionally, it said FAM offers a full range of financial planning and advice services to approximately 1450 clients and operates eight offices throughout Queensland. FAM has over $1 billion ...

Fears grow around greenwashing litigation protections

ROSE MARY PETRASS  |  WEDNESDAY, 8 NOV 2023
... of mandatory disclosure including Scope 3 emissions and forward-looking statements, scenario analysis and transition planning. Climate-related financial disclosure requirements would be drafted as civil penalty provisions in the Corporations Act. It ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment resilience and planning. Fitzgerald is currently Morningstar Investment Management's head of institutional portfolio management and solutions, a role ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Mercer names new head of equities

ELIZABETH FRY  |  FRIDAY, 3 NOV 2023
... according to the firm. Reilly has been with Mercer since 2012. Before that, he spent three years at the Department of Planning and Community Development as a project officer and community infrastructure grants program coordinator. Commenting on the appointment ...

Investor associations to unite

CHLOE WALKER  |  THURSDAY, 2 NOV 2023
... investor advocates the Australian Shareholders' Association (ASA) and the Australian Investors' Association (AIA) are planning to consolidate next year. The boards of both groups have agreed to the amalgamation, with the AIA to close its organisation ...

Industry fund chief steps down

ANDREW MCKEAN  |  WEDNESDAY, 1 NOV 2023
... interim chief executive. Since joining Prime Super in 2015, Memmolo has been a key figure in its financial and strategic planning, the fund said. Prior to his current role, he served as the managing director of business operations at BlackRock and as ...