Search Results | Showing 1231 - 1240 of 4062 results for "Financial planning" |
| | | Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ... |
| | | | A listed financial planning and broking firm with over $40 billion in funds under advice told the ASX that a major shareholder and global financial services group has sold down its stake in the company. UBS owned 15.8% of Bell Financial Group; Bell ... |
| | | | ... that offers eight AQF8 units/courses covering fields including ethics, professional attitudes and behaviours; financial planning and the advice process; and technical requirements. For advisers that already hold qualifications at an AQF7 level or above ... |
| | | | ... to the next level." Prior to Bank of Melbourne, Ayers spent almost a decade with NAB, including as head of financial planning and investments for NAB Private. He is also a former Australian Unity business development manager. On LinkedIn, Ayers said ... |
| | | | ... Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst, NSW. In doing so, Russell has transitioned to Elders Financial Planning. "We are delighted to welcome Claire Russell ... |
| | | | ... retain its New Zealand business along with its lenders mortgage insurance, general insurance distribution and financial planning arms. ANZ noted that as at 30 September 2017, total life in-force premiums were $1.7 billion. The annual profit of the life ... |
| | | | A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ... |
| | | | A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network. Based in Victoria's Mornington Peninsula, Dunsford Financial Planning brings the total number of authorised representatives ... |
| | | | ... products grows, the latest Milliman survey shows. Milliman head of fund advisory services Michael Armitage said as financial planning shifts to more goals-based advice, more protection strategies are being employed to improve long-term outcomes and minimise ... |
| | | | Consumer trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in ... |
|