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Showing 1411 - 1420 of 4096 results for "Financial planning"

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 ...

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.