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Showing 1421 - 1430 of 4064 results for "Financial planning"

Swell in advisers seeking higher education

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
... cognisant of higher education being conducive to future success. According to Kaplan, enrolments into its Master of Financial Planning program's first study period of 2017 have increased by 20% year on year, with enrolments increasing 25% overall since ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
Engaging the next generation and creating awareness of financial planning as a career is crucial to ensuring the future of the industry, according to the Financial Planning Association of Australia. Speaking to Financial Standard, FPA chief executive ...

Advice from abroad

STAFF WRITER  |  WEDNESDAY, 4 JAN 2017
... environment." Obvious to all who have met him, Evans is a man that thrives on social interaction and knew that financial planning was the right career for him from his first client interaction. "I love dealing with clients and I learnt that after getting ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and all aligned dealer groups. Prior to ANZ, Younger was the general manager of Commonwealth Financial Planning. He held a ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... agency says there is a medium level of risk for money laundering and terrorism financing in the Australian financial planning industry. The Australian Transaction Reports and Analysis Centre (AUSTRAC), the government's financial intelligence agency ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... Netwealth is entering another private label partnership with a self-licensed planning firm. Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... sophisticated tax reporting," he said. During 2016 the fintech also worked to enable data sharing with existing financial planning software. Sahgal noted Macrovue is not a wrap platform or investor directed portfolio service, does not pool funds or combine ...

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education. Andrew Furlanetto of Victoria and Les Hayward of Western Australia were awarded the grants, designed to up-skill advisers ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... experience in financial services, largely in management of technical teams to provide information and strategies on financial planning and opportunities presented by legislation. "Kate will be instrumental in helping to build and further develop the ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... equities and debt, private wealth management, SMSFs and corporate advisory. 3. Focus on older men will kill financial planning The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. ...