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Showing 1481 - 1490 of 4063 results for "Financial planning"

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the Year. She received the award in recognition ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... are increasingly considering as pensioners' life expectancy rises. To plan for the long term requires expert financial planning and the inclusion of long term solutions including indexed annuity bonds, which can offer higher-than-expected payout levels." ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... cater for a rise in the number of members seeking advice through various channels. Guideway will provide NGS Financial Planning with a tailored advice solution using responsive financial planning solutions and will enable the fund to deliver services ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top tips to murder their financial planning businesses. His first tip focused on strategy and steering clear of the frontier. "The murder strategy here would be ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... and to their community. Truscott fended off strong competition from fellow finalists Peter Hodgson from ANZ Financial Planning; Cathryn Gross from The Wealth Network; AMP Financial Planning's Brent Story; Synchron's Maritza Kriel; and Gregory Adam Bloom ...

More poor customer outcomes expected: Narev

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... been updated a number of times over the last 70 years. Further issues are expected to arise from the bank's financial planning arm after Narev admitted that internal assessments have revealed that more than 10% of advice customers had received inappropriate ...

Praemium appoints head of distribution

ALEX BURKE  |  THURSDAY, 29 SEP 2016
... that, he was a managing partner at 3rdphase and has held senior roles at Endowment Bond Exchange, Capstone Financial Planning, Skandia and netwealth. Praemium also appointed a business development manager, Kylie Paton, who joins the firm from a distribution ...

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
The Financial Planning Association of Australia is calling on universities and other education providers to develop new programs ahead of the looming professional standards deadline. In partnership with the Financial Planning Education Council (FPEC) ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
... problems are identified we fix them. "We're committed to helping restore customer trust and confidence in the financial planning industry. As part of this, last year we made a number of public commitments to strengthen our business and improve our transparency ...

Former YBR chief exec joins K2 board

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
... senior leadership experience, having also held executive roles at NAB and MLC, where he was responsible for its financial planning business as executive general manager. K2 chairman Campbell Neal described Lawler as an "experienced executive with a strong ...