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Showing 1501 - 1510 of 4097 results for "Financial planning"

Elders inks deal with ninth practice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Elders Financial Planning has acquired its ninth practice in seven months. Brisbane based advice practice, MI Life Wealth has joined the Elders dealer group as the practice looks to grow its business through the Elders referral network. General manager ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ...

N1 purchases Sydney property portfolio

ALEX BURKE  |  MONDAY, 24 OCT 2016
... Loans." While N1 started as a mortgage broker targeting immigrants and foreign investors, it has since moved into financial planning, immigration support services and property management.

Elders introduces adviser education scholarships

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
Elders Financial Planning is introducing education scholarships to support its adviser network ahead of the proposed education reforms. Elders Financial Planning general manager Tony Beaven said the scholarships are open to all advisers in the Elders ...

Narev points to GFC for bank dissatisfaction

JAMIE WILLIAMSON  |  WEDNESDAY, 19 OCT 2016
... must redouble our efforts," he said. Alluding to this year's CommInsure scandal and the dissection of CBA's financial planning arm by this month's parliamentary committee, Narev told delegates that as part of this strategy they will hear more about remediation ...

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... Insurance Group is said to bring together two businesses which are focused on client relationships and long-term financial planning. Separate from the merger, Sherrin Partners has also acquired the clients of Lauder Financial Solutions. The combined ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... as a tool to enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... Asia-Pacific is to hold a significant portion of their assets in cash but there is now opportunity for goal-based financial planning with a focus on growth to attract more investment."

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
Financial planning support business Strategy Steps has been sold to software product and services company knowIT to allow for greater digitalisation of the service. Effective from 1 October 2016, the sale of Strategy Steps will let previous owners Louise ...