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Showing 1451 - 1460 of 4063 results for "Financial planning"

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... reality of a low-yield environment in the years to come. The blurring of lines between traditional stockbroking, financial planning, banking and superannuation investing is set to continue as robo-advice becomes mainstream. According to Cerulli Associates ...

Adviser Ratings secures referral partnership

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... their finances. It can become stressful at times which is why it's critical for small businesses to think about financial planning from day one, if they want to succeed in the long term and keep their staff happy." The referral scheme is set to be implemented ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
HLB Mann Judd has partnered with a Perth based financial planning business and formed a new wealth management service in Western Australia. Partnering with Sovereign Plus, the new wealth business will operate under the HLB Mann Judd Wealth Management ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... experience in the financial services industry, having worked as a financial planner before moving into various financial planning management positions. For the past three years Stanton has led the Western Pacific Financial Advisors dealer group that ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... from GTC Financial Services took out the category for Infocus. Patron's Herbet Tomaschett of Equity Resource Financial Planning and Infocus' Gavin Rogers of Infocus Mackay were awarded the Excellence in Professional Standards (more than two years with ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ...

ANZ improves OneCare for advisers

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... streamlining processes. It also comes at a time when ANZ chief executive Shayne Elliott has flagged selling the bank's financial planning business. ANZ said funding flexibility will be available through Secure SuperLink, allowing customers to split up ...

Elders celebrates award winners

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Elders Financial Planning has rewarded excellence in financial advice by naming its award recipients across the dealer group and announcing the first two recipients of its education scholarship program. Announced at the Elders Financial Planning Conference ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... discussing the bank's full-year results to September 30, ANZ chief executive Shayne Elliott said selling off ANZ's financial planning businesses "might be the right thing to do," primarily because "we only have so much capital to allocate and we have ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track ...