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Showing 181 - 190 of 243 results for "Planning industry"

Qld firm to restore "faith" in planning

MICHAEL HOBBS  |  MONDAY, 16 FEB 2009
... Aylesbury Financial Group senior financial planner - business development, said public sentiment on financial planning industry had waned recently. "In and around Queensland there's a lot of negative sentiment on financial planners at the moment but ...

In planners we trust

RUTH LIEW  |  THURSDAY, 12 FEB 2009
... communication and your business," said Lawton. Lawton stressed that the quality and integrity of Australia's financial planning industry "far exceeds" those of many international counterparts, particularly those in less developed countries. In light ...

Planners rethink succession model

RUTH LIEW  |  TUESDAY, 3 FEB 2009
... unlock value at different times as principals progressively retire. The past 12 months have seen the financial planning industry undergo massive changes as groups merge and acquire other business as a result of the financial crisis. Genesys Wealth Advisers ...

Olicc wins Shadforth

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
... pipeline management and performance reports are matched all in real time. "It's a common issue in the financial planning industry that advisers and support staff spend too much valuable time on administration and back office work, taking their focus ...

ING Aus buys IFA Securities

COMPANY RELEASE  |  THURSDAY, 15 JAN 2009
ING Australia continues to be a key player in the consolidation of the financial planning industry when it announced a deal with IFA Securities, a boutique dealer group that manages more than $600 million in funds. Founded in the mid-80s, IFA Securities ...

Clients come first: FPA

RUTH LIEW  |  THURSDAY, 20 NOV 2008
... undertake to do as members," said Bloch. The new code was introduced in a bid to improve the image of the financial planning industry while developing the relationships between planners and their clients. New research conducted by CoreData brandmanagement ...

Mass modular advice to boost savings

MICHELLE BALTAZAR  |  THURSDAY, 13 NOV 2008
... think outside the box. "You can't just cut-and-paste existing advice models," he said. For example, while the planning industry currently champions "holistic advice" - which considers all aspects of a person's finances - super funds could provide "modular ...

Planners still optimistic: MLC

RUTH LIEW  |  TUESDAY, 4 NOV 2008
... indicating they had intentions to grow via acquisition. Despite the feel good sentiment coming from the financial planning industry, consumers are less optimistic about their well-being. September data from the Australian Unity Wellbeing Index show that ...

NabInvest appoints new retail distrib head

RUTH LIEW  |  WEDNESDAY, 27 AUG 2008
... execution of the retail sales strategy for nabInvest, including developing relationships within the financial planning industry. He has over 14 years experience working in the intermediary market, both in Australia and internationally. Smith has been ...

Tech will bond insurers and planners: AFA

RUTH LIEW  |  FRIDAY, 1 AUG 2008
... verify it straight away. That's the speed of how things will happen. That's where I see us going in the financial planning industry," said Young.