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Showing 1371 - 1380 of 4063 results for "Financial planning"

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
... partner for us. We want to build a truly national footprint. We've seen what Paul and the team have done in the financial planning space and we want to replicate that in the accounting space." "Naturally we will look to team up with AZ NGA partner firms ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
In the wake of new Budget measures to ease pressures on housing affordability, the Financial Planning Association of Australia reinforced its stance that superannuation should not be made accessible to first home buyers. Under proposals made in the ...

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
ANZ Wealth is hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
The Financial Planning Association of Australia is taking a step forward to becoming a code monitoring body with the appointment of a new chair to its conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief operating officer at Mosaic, presented to Australian-based financial advisers this week on ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits said early adopters to AI stand ...

Future of ANZ Wealth uncertain amid profit slide

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... future. Back in November, ANZ chief executive Shayne Elliott said in a media briefing that selling off the bank's financial planning businesses "might be the right thing to do," primarily because "we only have so much capital to allocate and we have ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... year which determined there is a medium risk for money laundering and terrorism financing in the Australian financial planning industry. In order to combat this, AUSTRAC's new guide highlights "red flags" for financial crime in the form of an "easily ...

Fiducian acquires $17m client book

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... Jai Singh said. "The vendor is retiring and sought a credible acquirer who could continue to deliver holistic financial planning advice." The outgoing adviser's name and practice were not disclosed as per the terms of the agreement. Last month, Fiducian ...

The romantic side of life insurance

JAMIE WILLIAMSON  |  TUESDAY, 2 MAY 2017
... life insurance conversation with clients. While official analysis is still underway, ANZ general manager of financial planning and head of direct distribution Shez Ford says anecdotal evidence suggests adviser/client conversations around life insurance ...