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Showing 1251 - 1260 of 4062 results for "Financial planning"

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
... planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association Professionals Congress that sweeping technological change driven by complex algorithms is nothing to fear ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
... prominent social commentator believes. The Demographics Group managing director Bernard Salt told the 2017 Financial Planning Association (FPA) Professionals Congress that the changing nature of Australian households will also have consequences for the ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
... "Asset Allocation." The launch was described by PIMCO as reflecting the "firm's commitment to the Australian financial planning community and ability to respond." "Since internalising wealth management distribution in December 2015, the firm has met ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in Hobart next week. Weissel, together with wetalkmoney's Tony Sandercock ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business, Sherwin Financial Planners, and seven other companies in January 2013 owing more than $30 million to clients. Sherwin ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
... opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do well to offer tailored services to professional athletes ...