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Showing 1501 - 1510 of 4063 results for "Financial planning"

SMSF investors not all in property

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
... be regulated and licensed in the same way as many other professionals. PIPA chair Ben Kingsley said unlike financial planning and mortgage broking, the provision of property investment advice still remains unregulated. "PIPA is committed to raising the ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... executive director, research and compliance Alex Dunnin. From there, Beulah Capital's Christian Ryan, Securinvest Financial Planning's Craig Thwaites and Lukasz de Pourtaix from Lonsec joined netwealth's Matt Heine to discuss how managed accounts are ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... been through the process is invaluable," she said. The Technical Services Forum, which is accredited by the Financial Planning Association, has been running for six years under the direction of the Financial Standard technical services team. The forum's ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... industry to go sans licensee, to establish a business with CRM at its core which is integrated with their chosen financial planning software provider and finally, to focus on client engagement. "People that seek advice don't understand the industry ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... also suggests students are embracing higher education, with more than 1000 students enrolled in the Master of Financial Planning, a 42% increase compared to August 2015. Of the students enrolled in Kaplan Professional financial services courses, 70% ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... netwealth managing director Matt Heine and featuring Beulah Capital's Christian Ryan, director of Securinvest Financial Planning Craig Thwaites and Lonsec Investment Solutions chief investment officer Lukasz de Pourbaix, were asked to share their top ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network. Toowoomba based Total Wealth Group has joined the Elders dealer group, the seventh practice Elders has added over the last five months as the group pushes for growth in ...

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... ensuring all of our members and clients have access to financial advice. "Shiona's role will see her provide financial planning services and advice to Energy Super members and ESI Financial Services clients in North and Far North Queensland. She will ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business, focused on authorised representative recruitment, increasing the ...

Super investment poorly communicated

DARREN SNYDER  |  MONDAY, 5 SEP 2016
... is the industry's combined duty to change. Candidly Garcia said one of the major reasons he left a career in financial planning was a difficulty to explain super fund investment. "So much of this information is presumed as easily understood or known. ...