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Showing 1281 - 1290 of 4096 results for "Financial planning"

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory and planning firms would do well to treat ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... senior official said. ASIC senior executive leader of the financial advisers team, Joanna Bird, told last week's Financial Planning Association (FPA) Professionals Congress there is "quite a bit of misunderstanding" around the quality of life insurance ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning Association Professionals Congress to take a close look at how they identify themselves - as a financial planner or a business ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management before establishing Linear in 2006. Linear board director Stephen Reed has also been appointed. ...

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 ...