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Showing 1551 - 1560 of 4064 results for "Financial planning"

Last chance to register for the MAX Awards

MARK SMITH  |  FRIDAY, 17 JUN 2016
... marketing, advertising and sales excellence across the investment management, superannuation, insurance and financial planning industries. This year's winners will be announced at the MAX Awards dinner at MCA Sydney on 23 June. The evening will be hosted ...

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
... survey from Mentor Education and Core Data has revealed that 75% of financial advisers support a bachelor of financial planning over a related bachelor's degree. The survey of over 500 financial advisers, including 400 financial planners, 86 accountants ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Dealer group Elders Financial Planning is adding two firms to its national adviser business. Queensland-based Legacy Planning and Victoria-based Ellhan Financial Services have signed with the Elders dealer group. Legacy Planning owner and director JosA(C) ...

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
... education portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software. The Midwinter Academy will allow users to access and undertake training from any location and on any device. ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm. The partnership and funding deal with Avocado Consulting will allow ...

VFMC appoints risk manager from AIA

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
... the role of compliance manager at AIA from March 2013. Prior to that, he was a senior compliance manager at Financial Planning Services Australia, a senior compliance manager at Asgard Wealth Solutions and a professional standards officer at the Financial ...

HUB24 FUA up 84pc

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... platform technology functionality and are increasingly attracting interest from larger customer groups and financial planning networks. "We have an exceptional team and a standout product which is making a positive difference in the Australian wealth ...

Award-winning adviser joins APESB

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... expert and qualified lawyer. Mackay is also a member of the ASIC External Advisory Panel, an adjunct lecturer in financial planning at Macquarie University and is a member of the Superannuation Industry Relationship Network. Commenting on the appointment ...

Court dismisses ex-AMP planner seeking hold on ASIC ban

ALEX BURKE  |  WEDNESDAY, 25 MAY 2016
... notice in late 2015 relating to concerns about financial services provided to 50 clients while he worked at AMP Financial Planning. After the hearing - which did not conclude with ASIC making a banning order decision - Panganiban sought documentation ...

Insto oligopoly stifling advice M&A activity

ALEX BURKE  |  TUESDAY, 24 MAY 2016
There are still far more buyers than sellers for financial planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive Paul Tynan. Despite what Tynan perceives as a ...