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Showing 11271 - 11280 of 18276 results for "Plan"

Software helps financial advisers pin down most valuable clients

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Macquarie's financial planning software division COIN today released a new package that helps financial advisers see which clients are earning them the most money, the firm said. The new tool can also enable financial practice managers to see which ...

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Wealth management firm iPac has bought a $230 million Adelaide-based planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion. Financial advisory firm Intervest Holdings has taken its team of six financial ...

AFA female adviser award grabs industry attention

ELISE BURGESS  |  THURSDAY, 25 AUG 2011
Nominations for the AFA Female Excellence in Advice Award rounded out at 105 at the close of entries, a great result for the awards inaugural year. The Association of Financial Advisers (AFA) launched the award to encourage women to take on leadership ...

New software can make financial advice hub for super fund administrators

ALISON BEVEGE  |  WEDNESDAY, 24 AUG 2011
Technology provider Decimal has created a new version of its online system to allow superannuation fund administrators to have a centralised financial advice hub that can be used by its multiple client super funds. Jan Kolbusz, managing director of ...

BTIM names new port specialist

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
BT Investment Management has appointed its new portfolio specialist and account manager as the group moves to strengthen relationships with dealer groups, advisers, and fund research. Former senior manager, Strategic Development at BT Financial Group ...

YBR adviser awards announced

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
Fourteen Yellow Brick Road advisers were recognised for their efforts in the 2011 Yellow Brick Road Conference Branch Award Winners. The awards, held at the Sunshine Coast in Queensland on August 18-19, recognised branches working under the Yellow Brick ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
For the third consecutive year, Midwinter has been voted first for planner satisfaction in the latest Investment Trends report, in a year when the group expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report ...

Time-based and opt-in preferred: MSI survey

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
Financial planners need to work on a time-based fees system if they want to make their business clients happy with opt-in also pegged as a "good idea", according to the MSI Global Alliance August survey. The survey, of around 570 Australian business ...

Former AFA president gets Asia-Pacific appointement

RACHEL DAVIS  |  TUESDAY, 23 AUG 2011
Former Association of Financial Advisers (AFA) President Dr James Taggart has been elected to the Board of the Asia Pacific Financial Services Association as an Australian representative. Dr Taggart, OAM, said he is honoured to have been nominated and ...

Behavioural finance pop quiz helps advisers communicate

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
A new quiz-based tool can give financial advisers an insight into their client's investment proclivities, according to resource provider innergi. Money Personality is a questionnaire that takes up to 5 minutes to complete. A report is then emailed to ...