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Showing 1801 - 1810 of 2303 results for "Financial Planner"

Aviva outsources to S&P

MICHAEL HOBBS  |  THURSDAY, 10 JUL 2008
Aviva Australia's research division is outsourcing its investment fund research to Standard & Poor's Fund Services. Previously Aviva Research managed all its research operations internally. As a result of the deal, Aviva will have access to the research ...

ASIC bans three Westpoint planners

MICHAEL HOBBS  |  WEDNESDAY, 9 JUL 2008
... "guaranteed by Westpoint assets" while working at Brighton Hall Securities. Meanwhile, former Victorian based financial planner, Mark Corrie, was also banned by ASIC from providing financial service for two years after advising clients to invest in promissory ...

Aviva cuts super to pension admin time

MICHAEL HOBBS  |  WEDNESDAY, 9 JUL 2008
Aviva Australia improved its online adviser software, n-link, to enable financial planners to set up pension accounts and allow clients to receive payments in three days, a fraction of the time needed on other platforms. Previously, financial advisers ...

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... being sent educational material during equity market corrections. Chris Browne, Financial Design for Life senior financial planner, said the firm sent pamphlets to clients about how an international financial downturn affected Australian equity markets ...

Securitor adds BBV to network

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
St George Bank financial planning dealer group, Securitor, extends its network on the eastern seaboard after Coffs Harbour and Nerang based BBV Wealth Management joined the group. BBV Wealth Management provides advice on superannuation, pension and ...

Sparks fly at APRA statistics forum

ALEX DUNNIN  |  THURSDAY, 3 JUL 2008
A forum convened by APRA to discuss their superannuation statistical surveys became one of the most heated seminars the industry has seen in years as the regulator reacted to heavy criticism that they are not properly reporting investment returns. Charles ...

Record intake for MLC adviser program

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... while developing their technical knowledge by completing an Advanced Diploma of Financial Services or Certified Financial Planner qualification. Wayne Handley, MLC general manager of adviser growth and succession, said recent applicants demonstrated ...

Commissions mgmt systems need work

RUTH LIEW  |  WEDNESDAY, 2 JUL 2008
Financial planners are flagging the need for better electronic payment systems as many continue to think poorly about the accuracy and quality of existing commissions management systems. A recent InvestmentLink survey shows 80 per cent of dealer licensees ...

Magnitude appoints chief

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
Former Westpac Financial Planning NSW head of advice, Sean Allen has been appointed chief executive of BT Financial Group's financial advice business, Magnitude Financial Planning. Allen previously held a number of senior roles at HSBC, Commonwealth ...

AdviserLogic launches planner-friendly software

It was more than three years in the making but a former financial planner has collaborated with a tax specialist and a leading IT expert to create a planning software that promises a better IT platform for small to mid-size planning practices. AdviserLogic ...