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Showing 1211 - 1220 of 4076 results for "Financial planning"

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... Jones has been a senior wealth adviser for JBWere since 2016, having previously been a senior wealth adviser at financial planning manager at NAB. Jones said: "The wealth landscape is rapidly changing and Koda's ability to be agile, collaborative and ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... care needs throughout the retirement phase is also critical. "Successful dealer groups respond to the changing financial planning environment by delivering tailored support and services to meet the shifting needs of authorised representatives. Otherwise ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
... Financial Adviser Standards and Ethics Authority (FASEA) state existing advisers that have yet to meet its and the Financial Planning Education Council's (FPEC) approved qualifications must either complete an AQF7 or bachelor degree qualification; or ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... top talent as the pace of growth increases, and at the same time offering attractive career opportunities. In financial planning and wealth management, a Certified Financial Planner (CFP) with more than five years' experience can earn between $130,000 ...

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... negative impacts later in life at retirement," the report reads. The report suggests that without adequate financial planning, women are particularly at risk. "There is an over-representation of women in these vulnerable groups who would benefit from ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... acquired the assets for $975 million. Dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning were all included in the deal, comprising 717 advisers and $19.5 billion in funds under advice. The acquisition is expected ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... investment and relationship experience in the US, he brings a keen knowledge of markets, a strong background in financial planning and is an articulate communicator." "These skills, when coupled with his impressive track record at Fidelity, make him ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... Professional Development (CPD) points. Materials are accredited by the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) and Tax Practitioners Board (TPB). The academy's online learning management system has been ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A financial planning industry veteran is joining a specialist coaching firm with plans to expand the planning arm of the national business. Joining Slipstream Coaching is Phil Little. He has more than 30 years' financial services experience and most ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... the Financial Adviser Standard and Ethics Authority for approval of the Bachelor of Business (Accounting and Financial Planning Major) and Bachelor of Business (Financial Planning Major). "These courses have been designed in consultation with industry ...