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

Search Results

Showing 961 - 970 of 4095 results for "Financial planning"

Advice associations meet new minister

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... associations have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly appointed Assistant Minister ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... groups shed more than 630 financial advisers in the three years to December 2018. Its flagship licensee, AMP Financial Planning, lost 287 advisers. At the same time, Westpac and its aligned dealer groups shed about 450 advisers. This, before its announcement ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning ...

FPA, AFA partner on life insurance

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the Association of Financial Advisers will appoint two senior representatives and two adviser ...

Commonwealth FP completes EU compliance

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
Commonwealth Financial Planning has complied with ASIC's court enforceable undertaking regarding fees for no service conduct and said it will transition to a new business model. At the end of May, ASIC received an attestation from Commonwealth Financial ...

Industry veterans recognised

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... women in leadership roles. Founding director of ipac, Arun Abey was honoured for significant service to the financial planning sector and to the community. Abey is currently chair of Walsh Bay Partners, which provides financial advice and wealth management ...

Industry fund appoints advice GM

KANIKA SOOD  |  FRIDAY, 7 JUN 2019
... Moving up to the role of general manager, distribution and advice is Lisa Palmer who was formerly the head of financial planning at the fund. Palmer will now be responsible for business development, defined benefit, financial planning, insurance and ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... was head of best advice at IOOF. He has also previously held roles with Colonial First State and Commonwealth Financial Planning. Centrepoint Alliance chief executive Angus Benbow described Cullen as a natural fit for the role. "He is a highly respected ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... dawn of employers SGC [ sic ] simply won't be enough - incentivise the nation to help themselves." The Financial Planning Association of Australia (FPA) has also long supported such a move, believing the cost of advice deters Australians from seeking ...