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Showing 1381 - 1390 of 4063 results for "Financial planning"

Ellerston and Coombe buy Austock stake

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2017
... experience in retail, business and private banking, funds management, life and general insurance, and pension and financial planning business. He is also a former group executive at Westpac charged with running the retail and business bank and wealth ...

Banks can offer fintech an olive branch

EMMA RAPAPORT  |  MONDAY, 1 MAY 2017
... registered more than 180,000 sign-ups. About 30% of Acorns customers are also customers of CBA. Co-founder of financial planning fintech Nod, Joel Robbie, says while he understands the banks need to protect customer data, he believes the industry must ...

PayLogic signs new AFSL client

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's user base by 200 advisers. Interprac will ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
A new advertising campaign launched by the Financial Planning Association of Australia is attempting to bust the myth that financial advice is just for the wealthy. The nationwide initiative is designed to demonstrate the value of financial advice ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... the capabilities of the portal to incorporate legal and estate planning, with plans to partner with Elston Financial Planning to develop an end-to-end 'packaged' solution for financial specialists.

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... client-centric and evidence-based advice, according to partner and principal adviser, Chris Giaouris. "I believe financial planning is not solely about investments or strategies, but more importantly it is about helping people make smart choices with ...

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
... management. While starting as a stockbroking firm, Morgans now cover all aspects of financial advice, including financial planning and wealth management.

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Fintechs are deploying the next generation of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry. Announcing the alliance at the 4th annual Financial Executive ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... education provider Monarch Institute. Users of knowITdigital's wealthdigital tool can now study a Diploma of Financial Planning and Advanced Diploma of Financial Planning integrated with the knowITdigital CPD offerings, providing advisers with education ...