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Showing 1331 - 1340 of 4096 results for "Financial planning"

NAB Financial Planning announces key hires

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
NAB Financial Planning is expanding its leadership team, recruiting senior managers from ANZ Wealth and AMP New Zealand. As per its national strategy to increase customer-centricity, NAB FP has appointed two general managers to lead its NSW/ACT and ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... planners surveyed by Investment Trends maintain that the reforms will be of no benefit to their practice, the financial planning industry or consumers. "Many planners are evolving their business to meet the regulatory requirements. In addition to these ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... to ensure long-term business success and profit - but accountants and planners must act now, he added. Many financial planning and accounting practice owners are satisfied with simply earning a salary and ignore "very real long-term advantages" derived ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
... switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial Group founder and managing director Gareth Jakeman urged advisers thinking about ...

TAL equips advisers with cancer education

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... one-hour long webinar carries one CPD point accredited via the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL general manager for health services, Sally Phillips said the course will help up-skill ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... forum will feature live polling after each session. The forum offers up to 7.25 CPD points, accredited by the Financial Planning Association of Australia, for a full-day attendance. Stephanie Brantz, one of the country's leading TV sports presenters ...

FPA supports children's financial literacy

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
The Financial Planning Association of Australia has partnered with an 'edtech' start-up to help boost financial literacy skills of young Australians. Schools that are referred to Banqer via FPA members will be able to access online interactive programs ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
Indicating a rise in the number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding sale and ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... Retirement Victoria, an ANZ-aligned advice firm which specialises in the provision of retirement planning, financial planning and risk insurance services, was confirmed by Fitzpatricks managing director John McMurdo to be the result of the newly secured ...