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Showing 1691 - 1700 of 4096 results for "Financial planning"

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... advice and $70 million in risk premiums. Madison FG has appointed former national business manager at Capstone Financial Planning, Jaime Johns, to support the growing number of advisers. Johns is now national practice development manager and she will ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice portal, will all offer comprehensive "one-stop-shop" advice services which Findex ...

StatePlus talking to super funds of all sizes

DARREN SNYDER  |  MONDAY, 16 NOV 2015
StatePlus is looking to grow its financial planning business, beginning new discussions at several funds about outsourcing advice. At a time when StatePlus is completing its $50 million digital transformation and super funds, as well as banks' wealth ...

NAB and FPA back super in PPL

DARREN SNYDER  |  WEDNESDAY, 11 NOV 2015
... guarantee contributions in the Paid Parental Leave (PPL) scheme. Both National Australia Bank (NAB) and the Financial Planning Association (FPA) put the PPL at the top of their respective recommendations in public submissions to the inquiry. The FPA ...

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... package. Based on ongoing industry consultation and collaboration with the Association of Financial Advisers, Financial Planning Association and Financial Services Council, the final reforms are broadly similar to the agreement announced on June 25. ...

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... as a principal and adviser at Sydney practice Fortuity Strategic Advisors. Fenning joins from AMP Horizons Financial Planning, where he was a financial adviser. Non-aligned North Sydney practice Shore Financial also joined the Fortnum network last week ...

Fiducian acquires practice, launches impact fund

LAURA MILLAN  |  TUESDAY, 3 NOV 2015
Fiducian Group will acquire a financial planning business in Tasmania with $55 million in funds under advice. The business will merge with Fiducian's existing operation in Tasmania and will be sold for $1.35 million funded by excess cash. The acquisition ...

International actuaries have consensus on retirement

DARREN SNYDER  |  WEDNESDAY, 28 OCT 2015
... offer clarity to the population at large. A stable sustainable system that enables the population to undertake financial planning would be very welcome." The paper also supports measures to increase pension contributions and encourages the introduction ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
... confidence to make informed decisions - this is a key criteria for winning the award." Walker is an adviser with NAB Financial Planning in country Victoria. An active mentor to several other female advisers, Walker also volunteers in her community to ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... follows AZ NGA's acquisitions of Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services and, most recently, Financial Lifestyle Partners in September. Wise Planners was established in November 2014 and ...