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Showing 1161 - 1170 of 4062 results for "Financial planning"

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... to develop an adviser-designed technology framework which would integrate with mainstream practice CRMs and financial planning tools via an open API, allowing for greater customisation. A prototype is expected shortly, with the platform to roll out from ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... paraplanning, marketing, and bookkeeping and management reporting functions. Conrad Francis, director and co-founder of financial planning and advisory firm Inspired Money, sees the direct benefit from outsourcing leading to freeing up time, allowing ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... sufficient recognition to financial advisers who have completed a degree and undertaken additional studies in financial planning." "Failure to recognise study completed by existing financial planners is likely to reduce the availability of financial ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... access to a cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve the technology through which remote team members are managed, significantly ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... the financial services Royal Commission. Led by Commissioner Kenneth Hayne, the inquiry has called upon the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and ASIC to provide case studies on compliance ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Financial planning software developer Intiger Group has appointed a global head of productivity and optimization. George Jaja joins from Commonwealth Bank's wealth management division where he was "instrumental in driving major change programs." In ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... broking firm to a wealth management organisation. Bennett & Co services $160 million across its superannuation, financial planning and portfolio management capabilities, saying the increased automation offered by MDA Service will be key to its future. ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... services at Morningstar from 2012 to 2016 and was most recently general manager of sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... bridging course covering the new Code of Ethics will be required. With the related fields comprising accounting, financial planning or advice, business, commerce, law and economics degrees FASEA said all advisers with these degrees will be eligible for ...