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Showing 101 - 110 of 112 results for "Paraplanner"

AFS tailors record profits

CHRIS NICHOLLS | MONDAY, 22 OCT 2007

Australian Financial Services Group (AFS) has announced they will end the year breaking all previous records. The results, as measured by the group's key performance indicators (KPIs), saw a 103 per cent increase in income, 49 per cent rise in profitability ...

Coin buys into paraplanning business

HAMISH MADDEN | MONDAY, 9 JUL 2007

Macquarie-owned Coin Financial Planning has purchased a 50 per cent stake in the paraplanning business Outplan Outsourced Solutions. Coin managing director, Tony Graham, said the purchase reflects the shortage of paraplanners in the industry and the ...

Industry funds to boost planner numbers

CHRIS NICHOLLS | WEDNESDAY, 13 JUN 2007

... (IFFP), a branch of Industry Fund Services, who charge fees of $210 per hour for a planner and $130 per hour for a paraplanner. Members sometimes have the option of paying for this advice through their own super fund. According to HESTA's executive manager ...

Suncorp planners ride groundswell of activity

Queensland-based Suncorp Financial Planners reported a 160 per cent increase in financial plans prepared over the past year. The dollar value of financial plans also increased by 82 per cent since May last year. "We're seeing a lot of cash contributions ...

Rainmaker's CompareOnline now compares 385 super funds

ALEX DUNNIN | MONDAY, 11 DEC 2006

Rainmaker's CompareOnline super fund comparative web software for financial planners and super funds now compares 385 funds representing 18 million members and $460 billion in assets. "SelectingSuper's CompareOnline provides financial advisers, paraplanners ...

XPLAN ranked first by planners

HAMISH MADDEN | THURSDAY, 30 NOV 2006

A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per ...

Aviva updates adviser tool

KATE HAGE | TUESDAY, 16 MAY 2006

Aviva, parent company of Navigator and Norwich Union Life, is offering advisers an enhanced version of the tool n-link that links their offices to a company's administration systems. Aviva general manager client services, Bruce Hawkins, said the tool ...

ClearView to Coin software for planners

Coin Software Pty Ltd (Coin), a now wholly owned subsidiary of Macquarie Adviser Services, will supply planning software to MBF Group member, ClearView Retirement, under a deal that was announced yesterday. ClearView's head of technical support, Phil ...

Paraplanners gain ground

... gaining recognition in the financial planning profession, underpinning the quality of this year's State winners of the paraplanner of the year awards. Paraplanners work alongside financial planners, and can share the same skills or education as a financial ...

Thoms re-emerges at Godfrey Pembroke

... O'Toole. The Godfrey Pembroke Melbourne office has seven staff including three associate planners, a practice manager, paraplanner and administration coordinator. "Gordon will be a great asset to the business, creating invaluable synergies between investment ...

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Invesco launches new equity fund

ELIZA BAVIN

Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA

The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA

A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI

Global X has now launched the space tech ETF (ASX: MOON).

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Brian Redican

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What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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