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Showing 11901 - 11910 of 18276 results for "Plan"

Synchron taps online advice for growth

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... increased its adviser numbers from 2009 into 2010, something that it is hoping to maintain to meet its new targets. Synchron plan to use technological advancements and its Next Gen program to support advisers and give them more than just technical skills. ...

Count Financial taps AMP for research exec

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Count Financial fills the void left by Rachel Griffith, its former senior executive in research and product, with a new appointment announced today. The group has named former AMP Financial Planning research manager, Brendan Irwin, as its senior executive ...

Busy year ahead for industry groups

ELISE BURGESS  |  MONDAY, 17 JAN 2011
Industry associations representing financial planners and self-managed super fund professionals have mapped out a schedule this year targeted at stronger consumer-centric advice campaigns and a bigger voice in Canberra. The Financial Planning Association ...

Insurer members adopt FSC flood model

ELISE BURGESS  |  MONDAY, 17 JAN 2011
The Financial Services Council (FSC) has released a model for assisting dealer groups and financial planners affected by the QLD flood crisis - and the same model is being adopted by its insurer members. FSC members are currently paying, in advance ...

Finsia CEO to step down

NEWS RELEASE  |  MONDAY, 17 JAN 2011
... for executives working in the financial services industry and would continue to forge ahead with its long-term strategic plan, McComas said. "It has been a privilege to have served Finsia over the last three years and I am very proud of what we have ...

Fin services firms rally to aid Queensland

RUTH LIEW  |  MONDAY, 17 JAN 2011
From donations to charitable activities, Australia's financial services professionals are reaching out to help Queensland's flood victims in a show of unity and support. ANZ, Commonwealth Bank and Westpac have each donated $1 million to Queensland Premier ...

AMP names integration director as merger looms

RUTH LIEW  |  MONDAY, 17 JAN 2011
AXA APH has released a memorandum for its shareholders about its proposed merger with AMP - including information about estimated integration costs and the appointment of an integration director. In an ASX statement, AMP said it had appointed Paul Sainsbury ...

IRESS to launch iPad-friendly XPLAN

ELISE BURGESS  |  MONDAY, 17 JAN 2011
IRESS Market Technology plans to launch new iPad-based adviser tools that will allow advisers to operate solely on their iPad. "We've got new tools coming out specifically designed to allow the advisers to interact with the client on an iPad and face-to-face," ...

Veteran asset consultant to bridge gap: AXA IM

MICHELLE BALTAZAR  |  FRIDAY, 17 DEC 2010
The $700 billion global fund manager, AXA Investment Managers, hopes to forge stronger links with key asset consultants in Australia through its most recent major hire, ex-Mercer global CIO Tim Gardener. Gardener joined AXA IM late this year as the ...

Shadforth unveils acquisition strategy

ELISE BURGESS  |  FRIDAY, 17 DEC 2010
Shadforth Financial Group will pursue planning firm acquisitions and grow its funds under advice by ten per cent next year. Shadforth, currently with $7.5 billion in funds under advice and 120 advisers, is adopting a three-stage process to generate ...