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

Search Results

Showing 81 - 90 of 244 results for "Planning for"

AMP launches new intra-fund advice offer

ELIZABETH MCARTHUR  |  THURSDAY, 4 MAR 2021
... that work still has to be done to turn that into positive action. "Encouragingly, people recognise the importance of planning for retirement, albeit are unsure where to begin. COVID-19 has also acted as a wake-up call, with more Australians setting goals ...

State Street loses Fearless Girl replica claim

KANIKA SOOD  |  TUESDAY, 2 MAR 2021
... statue and eventually contacted the artist in June 2018 to commission a replica, as a part of the firm's ongoing planning for advocacy in equal pay. The next step was for Maurice Blackburn to find other companies for the campaign from industries ...

WFH arrangements need planning: Research

ANNABELLE DICKSON  |  WEDNESDAY, 20 JAN 2021
... the steps taken facilitated a relatively seamless transition to working from home, there is now a need to focus on planning for the medium to long-term given that hybrid work arrangements are likely to remain for some time," he said. Bastion Reputation ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
... increased longevity, and the transfer of wealth within generations means this is particularly acute amongst those planning for retirement," Gibbons said. "Fidelity Wealth Management builds upon our existing Wealth and Retirement experience, allowing ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... advisers and practices within NAB's self-employed licensees. Prior to joining NAB, Carlton was head of financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief advice officer ...

Super funds overlook digital engagement

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
... majority (90%) want to be contacted electronically, while one third (38%) want to engage with their super fund about planning for their retirement. Of the 208 participants, many expressed their frustration about being kept in the dark about fees and ...

New chair at Platinum Asset Management

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... Group. He is currently also the chair of local wealth manager First Samuel. "An important discipline in any company is planning for the transition at both management and board levels. It is a testament to the founders of Platinum that a strong succession ...

CFA Institute reveals new exam regime

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Institute to provide smaller group sizes, better social distancing, easier scheduling and less uncertainty about planning for its candidates, it said. "Moving to computer-based testing provides us with operational flexibility to quickly and reliably ...

Year-long delay for super merger

KANIKA SOOD  |  TUESDAY, 26 MAY 2020
... all of the plan's service providers as well as Sunsuper. The disruption due to the pandemic will inevitably affect planning for the SFT and it is possible that the re-scheduled transfer date of 14 November may have to change," it said in the document ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning for one month from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed ...