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Showing 15581 - 15590 of 18315 results for "Plan"

Optimum time for super: Mariner

Mariner Financial has appointed its head of technical services, Kate Anderson, to the new role of superannuation and retirement strategist, a critical step as Mariner revs up to introduce new superannuation-related financial planning strategies and ...

BT unveils online super sales tools for advisers

HAMISH MADDEN  |  THURSDAY, 26 OCT 2006
BT Financial Group has unveiled a new online super tool to walk planners through the process of selling corporate super to their clients. The 'Art of Super' is an online toolkit exclusively for use by planners. It is based around a five step process ...

Fix debt ahead of rate rise: ANZFP

With the Reserve Bank of Australia (RBA) likely to increase interest rates next month and possibly in March after the latest inflation figures were released, ANZ Financial Planning's general manager, Mike Goodall, has urged consumers to re-evaluate ...

Henry Financial Group joins Genesys

HAMISH MADDEN  |  WEDNESDAY, 25 OCT 2006
Financial Planning Association (FPA) director Leonie Henry's advice business, the Henry Financial Group, has joined the Genesys Wealth Advisers network. Brisbane based Henry Financial Group has been in business for 20 years but Leonie Henry said moving ...

Ban default super funds: FPA

ALEX DUNNIN  |  WEDNESDAY, 25 OCT 2006
The Financial Planning Association (FPA) has called for default super fund selections to be banned because they block consumers from developing customised retirement strategies. Speaking at the first day of public hearings in Sydney for the Parliamentary ...

Schroders welcomes new head of sales

HAMISH MADDEN  |  TUESDAY, 24 OCT 2006
Schroder Investment Management Australia has appointed Brian Scott to the newly created position of head of sales. Scott will step into the role on 16 November and the appointment is the fourth senior appointment to be made by Schroders in the past ...

AXA's value of advice translating into happy customers

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
Research commissioned by AXA Financial Planning to gauge the success of its 'value of advice' strategy found that more than 90 per cent of clients were so happy with their adviser they would recommend them to friends and colleagues. The study was undertaken ...

Bluestone crossing the Tasman for NZ equity release

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
Equity release specialist group Bluestone is expanding its footprint across the Tasman with the launch of a range of equity release products in the New Zealand market. With backing from Westpac's institutional banking arm, Bluestone is entering a New ...

Suncorp set to pay $7.9b for Promina

Suncorp-Metway (Suncorp) has proposed to acquire all the shares in Promina for around $7.9 billion in a deal that would form a $20 billion diversified financial services group with Suncorp chief executive officer, John Mulcahy, at the helm. Under the ...

FSR style licensing regime for mortgage brokers

WWW.THESHEET.COM  |  MONDAY, 23 OCT 2006
Mortgage brokers can expect to face a new licensing regime as early as next year that will align regulation of the mortgage broking industry with rules that prevail in the financial planning industry. Ian Clyde, chair of the Uniform Consumer Credit ...