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Showing 1391 - 1400 of 4097 results for "financial planning"

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... their practices into truly client-centric businesses. Advisers will be able to engage clients in a number of financial planning processes from simple meetings, to completing applications to statement of advice delivery," McDonnell said. "It allows the ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... papers that will be published on Financial Standard ''s four magazines: FS Advice - The Australian Journal of Financial Planning ; FS Super - The Journal of Superannuation Management ; FS Private Wealth - The Journal of Family Office Investment and FS ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows. About one-quarter of respondents in the market research firm's annual survey of the most highly-regarded ...

Mercer vet takes reins at former Pillar offices

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... Before that, she was Mercer's financial advice leader in Sydney. Before Mercer, Bloch was chief executive of the Financial Planning Association, deputy chief executive of the Investment and Financial Services Association and a consultant at Macquarie ...

Former Garvan adviser banned for $2.4m theft

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
A jailed former authorised representative of Garvan Financial Planning was permanently banned by ASIC for misappropriating client funds. Patrick Simon Mitchell was banned by the regulator, having been sentenced to eight years in prison after pleading ...

Stamp duty axing treated with caution

EMMA RAPAPORT  |  FRIDAY, 2 JUN 2017
... $24,740. "I want to ensure that owning a home is not out of reach for people in NSW," Berejiklian said. Verante Financial Planning director Liam Shorte told Financial Standard while he understands why many first home buyers will greet the news with excitement ...

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry. Designed to showcase the extensive specialist knowledge and talent the dealer group has accumulated, the roadshow is open ...

FPA to quell adviser fears around education

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
The new education standards for financial advisers will be the talking point of the Financial Planning Association of Australia's National Roadshow, hitting Brisbane, Melbourne and Sydney this week. FPA chief executive Dante De Gori said the education ...

Change of pace for Countplus

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
Countplus divested its shareholding in a NSW-based financial planning practice as part of a change in strategy aimed at investing in quality practices, not necessarily acquiring them. In a statement to the ASX yesterday, managing director and chief ...

Tech industry opens niche markets for advisers

MICHELLE BALTAZAR  |  TUESDAY, 30 MAY 2017
... Society released the Digital Pulse report with Deloitte. For more on how digital technologies will disrupt the financial planning industry, read our Special Report: Future Fit: Financial Advisers Thriving In The Digital Age.)