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Showing 1311 - 1320 of 4062 results for "Financial planning"

Digital advice embraced by all ages: Decimal

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... He said over the June quarter about one-third of super clients were using digital advice outside of normal financial planning business hours. This said women were most engaged with their super between 10am and midday, completing 482 statements of advice ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... burdened with alterations to income protection claims reserves and higher short-term lapses. More than 340 financial planning groups can recommend the firm's LifeSolutions product, up 34% year-on-year. The IFA channel represents 72% of LifeSolutions ...

Fund manager chief steps down, appoints investment director

KARREN VERGARA  |  FRIDAY, 25 AUG 2017
... and was an independent investment committee member at Skandia Australia. In 1987, he was appointed head of financial planning and investment strategy at Sealcorp (now Asgard). Separately, with 32 years of portfolio management experience under his belt ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise in working with Australian corporations on ...

Centrepoint Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... more client-centric way of delivering advice. As a result, Centrepoint is now a trusted partner to around 500 financial planning firms." Complementing this, Centrepoint recorded a 51% jump in its net profit after tax to $6.5 million. Its wealth business ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... under a misnomer that money is the point. It's not. Lifestyle is. We need to change the way we're approaching [financial planning] and turn it into dreams, hopes, motivation, inspiration," Caboodle Financial Services co-founder Peita Diamantidis said. ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative of AMP Financial Planning. The corporate regulator found that Noonan used the fraudulently obtained money to gamble and also replace funds already misappropriated. ...

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia. New research released by the FPA shows that almost a quarter of working-age Australians believe ...

Fiducian flags advice acquisitions in report

ALEX BURKE  |  FRIDAY, 18 AUG 2017
... will remain on generating inflows through organic and inorganic growth. This implies further acquisitions of financial planning client bases that satisfy our strict quality criteria and as well, expanding the franchisee network so we can continue to ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
... "Wealth Management performance benefited from record growth across our investment business and improvement in our financial planning business. Our income funds outperformed their benchmarks and higher demand from retail and wholesale clients helped increase ...