Search Results | Showing 1221 - 1230 of 2303 results for "Financial Planner" |
| | | ... businesses funding to either grow their business through acquisition, purchase client books from a retiring financial planner and refinance existing business loans. Paul Barrett, ANZ general manager, advice and distribution, said the funding would be ... |
| | | | Fixed income broker FIIG Securities has opened an office in Perth to provide bond investment services to financial planners in Western Australia. FIIG, which has over $6 billion in term deposits under advice, will give WA planners access to short term ... |
| | | | The government looks set to revoke plans to altogether ban commissions on risk insurance within superannuation as it prepares to submit draft legislations on the future of financial advice in September. Speaking at the Financial Services Council conference ... |
| | | | Diversified financial group IOOF has appointed MLC star platform manager Chris Weldon to head its platform products division as it moves to expand its presence in the financial advisory market. Weldon started work yesterday as the new head of platform ... |
| | | | ... state award winners included Dr. Jim Taggart OAM, managing director, Taggart Nominees for NSW, Kyle Thompson, financial planner, AON for QLD, Shaun Hunt, financial planner, Genesys Wealth Advisers for SA, Matthew Hawkins, financial planner, Financial ... |
| | | | Client preference for scalable advice rather than a holistic approach has lead the Australian Securities and Investments Commission to propose a replacement regulatory guide. ASIC proposes that its Regulatory Guide 200 (RG 200) be replaced with a new ... |
| | | | ... super products in December 2010, compared with 11.5% who used a financial adviser. By contrast, 67.7% used a financial planner to obtain managed funds in December 2010, compared to just 5.4% who named their employer as the purchasing channel. The figures ... |
| | | | The first accounts were opened today at the new Bank of Melbourne, as Westpac rebrands its St George group and embarks on an expansion drive to capture the Victorian regional market. Scott Tanner, chief executive, said the bank today opened three new ... |
| | | | Self-managed super administration provider Multiport has launched a new package to help SMSF trustees gear property into SMSFs and invited financial planners to a roundtable discussion debating the merits of property in super. At the luncheon in Sydney ... |
| | | | ... administration services." A further breakdown of the results, which surveyed 978 individuals, found that 57% were a financial planner, 29% a practice principal, 4% a paraplanner, 3.6% a risk adviser, 2.6% an administrator, 2.1% a practice principal (non-practicing) ... |
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