Search Results | Showing 1581 - 1590 of 4097 results for "financial planning" |
| | | ... Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar will now also provide research to Count Financial. ... |
| | | | The Financial Planning Association (FPA) has named Claire McGregor as the winner of the fifth Gwen Fletcher Memorial award, the fourth female planner to be awarded the accolade. McGregor, of Elston Partners, has been advising for four years and received ... |
| | | | ... discretionary trusts, Topdocs director Michael Spakman, says this automation will save the accounting, legal and financial planning professions thousands of hours each year. "Every time a new SMSF, company or trust is required to register with the ATO ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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) ... |
| | | | ... 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
|