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

Search Results

Showing 1 - 10 of 9602 results for %22Financial Planning%22

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... circumstances where she knew that she did not meet the prescribed education and training standard. Baaini worked at AMP Financial Planning between July 2011 and January 2012. She then went on to work at Affinia Financial Services for about three years ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole. Sequoia was earlier this month informed by a group of shareholders, that collectively ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Betterment will acquire Marcus Invest's digital investing accounts for an undisclosed figure. Goldman Sachs, however ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Court approves $16m DASS settlement

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... two-week delay. Justice Thawley sought to gather more information for the victims in delaying the approval. The Australian Financial Complaints Authority (AFCA) confirmed to Justice Thawley that the settlement does not prevent victims taking part in ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
ClearView said it believes there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... we're about. We're here to support and enhance that human connection to ensure this essential component of financial planning isn't forgotten in our lust for technological advancement." Ignition Advice global head of strategy and corporate services Andrew ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... HUB24 said. "This percentage has been lower over the quarter compared to the average during 1HFY24." There are now 4382 financial advisers using the platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class ...
PREVIOUS
NEXT