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Showing 1231 - 1240 of 4062 results for "Financial planning"

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
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 ...

Listed advice firm loses major shareholder

ALEX BURKE  |  THURSDAY, 14 DEC 2017
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 ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
... 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 ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... 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 ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... 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 ...

ANZ sells life insurance business for $2.85 billion

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... 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 ...

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
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 ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
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 ...

Super funds embrace derivatives to meet retirement goals

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... 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 ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
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 ...