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Showing 1511 - 1520 of 4064 results for "Financial planning"

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. ...

Omniwealth acquires mortgage broker

DARREN SNYDER  |  FRIDAY, 2 SEP 2016
... Solutions principle, James Grima, said he sees the move as a good fit and as an opportunity to better service their financial planning and accounting clients. "Our broking team developed its own CRM system that touches clients multiple times in a year ...

LGS appoints new board director

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... advice as part of its ongoing strategy to grow the take-up of financial advice among members by developing its financial planning capability.

Spring FG CEO steps down temporarily

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2016
... leadership experience as founder and managing director of Moneytree Group - an independently owned and operated financial planning and investment advisory firm which was acquired by Spring FG in 2014. In a statement Spring FG said that the temporary ...

Bridges advice head resigns

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
The chief executive of IOOF-owned Bridges has resigned and the former head of Western Pacific Financial Planning has been appointed to the role in the interim. Nick Langton joined Bridges in 2014 from Perpetual where he was general manager of Perpetual's ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... advice to increase understanding and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen. Research conducted by StatePlus found that 84% of public sector employees aged over 40 manage ...

Telstra Super appoints financial planning EGM

DARREN SNYDER  |  MONDAY, 29 AUG 2016
Telstra Super recently appointed an executive general manager to lead its financial planning team, signifying the corporate superannuation fund's ongoing commitment to advice services. Joining Telstra Super as its new financial planning EGM is Stephen ...

ASIC bans former Macquarie advisers

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... partnership with colleague Gardner in which Sourris administered investment advice and Gardner provided strategic and financial planning advice to clients. ASIC deputy chairman Peter Kell said, "Financial planners are required to meet stringent compliance ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... 'on demand' sessions that can be accessed at any time, choice of Association of Financial Advisers (AFA) and Financial Planning Association (FPA) and now offers accreditation with the Tax Practitioners Board (TPB)CPD accreditation plus extended sessions ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia (FPA). The 'Dare to Dream' research conducted ahead of the 16th annual financial planning week revealed ...