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Showing 1181 - 1190 of 4076 results for "Financial planning"

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 ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
... the changes now in effect, which is worrying considering the ramifications of a cyber breach incident on a financial planning or accounting practice," Plummer said. A quarter of respondents said their business as not doing enough to adequately protect ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... will be in Sydney on Thursday to present at a Netwealth CPD event which aims to discuss the broad theme of financial planning beyond 2020. Also presenting will be Netwealth head of technical services Keat Chew. "Conventionally when disruption is mentioned ...

Time to move beyond "cheap and generic" retirement products: Milliman

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
... households, but Gebler said "spending surveys of this nature have shortcomings when applied to the context of financial planning, which are revealed by Retirement ESP." As an example, he said that median expenditure for households aged 65-69 was $24,640 ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... cost retirees 30% to 40% more money to fund retirement without an annuity. Babbel, who visited Sydney to host financial planning events, said staggering annuities - particularly in a low interest rate environment and rising inflation where the return ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
... Family Trust. At the same time, he also traded as a financial adviser under the business name Glenn Connor Financial Planning. The regulator's investigation found Connor took advantage of his trusted position as an independent financial adviser by using ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
The former chief executive of the Financial Planning Association of Australia has farewelled the industry body, stepping down from the board to make way for a new director. Completing his term as a board director yesterday, Mark Rantall was FPA chief ...