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Showing 1101 - 1110 of 2303 results for "Financial Planner"

Advisers force life premiums down

MARK SMITH  |  WEDNESDAY, 17 OCT 2012
... biggest change has been the ability of consumers to obtain life cover quotes online. This has meant that the financial planner has had to adjust and improve their client value proposition to remain the key professional for their clients."

Accountants to deliver advice under new regime

LINDA HAUSKEN  |  MONDAY, 15 OCT 2012
Approximately 75% of accountants who took part in an MLC survey plans to deliver advice to their clients under the new proposed licensing regime. Out of the 200 accountants MLC surveyed at its Accountant Seminar Series last week, 67% would like to deliver ...

AFA names Female Excellence in Advice finalists

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
... Catherine Robson, Affinity Private; Christine Hornery, Financial Management Solutions; Christine Swanson, Prominent Financial Planner; Deborah Kent, Integra Financial Planning, and Dianne Charman, Jade Financial Group. Brett Clark, chief executive at ...

Financial Simplicity boosts managed accounts offering

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
... funds," said Enda Mahoney, chief operating officer at Financial Simplicity. "For family trust it's about the financial planner being able to manage the family trust arrangements efficiently and effectively, and for self managed super funds it's usually ...

Former Count CEO joins Chase

MELANIE TIMBRELL  |  WEDNESDAY, 5 SEP 2012
Former chief executive officer and managing director of Count Financial, Andrew Gale has joined boutique M&A advisory firm Chase Corporate together with recently retired KPMG senior partner and NSW chairman Chris Jordan AO. The two appointments represent ...

AMP SMSF completes leadership team

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
AMP SMSF has appointed Samantha Clarke as director, SMSF Solutions, reporting to AMP SMSF managing director Paul Sainsbury, effective August 13. Clarke joins the newly formed business unit from AMP Capital where she was head of marketing. Her appointment ...

AMP updates Ascend SMSF

LINDA HAUSKEN  |  FRIDAY, 27 JUL 2012
AMP has launched a new version of its Ascend SMSF service to its financial advice network with improved online features. The enhanced Ascend SMSF service enables advisers to deliver better customer experiences at lower cost as a result of improved technology ...

DomaCom appoints general manager

LINDA HAUSKEN  |  THURSDAY, 19 JUL 2012
Internet-based fractional property investment trading platform DomaComs has appointed CARM GPS founder Matthew Lock as a general manager of business systems. Prior to his new role, Lock spent nearly a decade developing CARM Guided Planning System, which ...

Fix churn with watch list: AFA

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
The Association of Financial Advisers (AFA) said churn should be handled by insurers sharing information to create an industry watch list that would identify advisers participating in the practice. The AFA proposal is in response to recent Financial ...

MLC appoints head of advice

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
MLC has appointed Leah Mallett as head of advice programs in its business development division. In this role, Mallett will assume responsibility for adviser recruitment for MLC's Advice Business School. Mallett joined MLC in 2002 where she held a practice ...