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Showing 1991 - 2000 of 2303 results for "Financial Planner"

ANZ to offer Over Fifty Group reverse mortgages

HAMISH MADDEN  |  TUESDAY, 19 DEC 2006
The Over Fifty Group has just announced that it will begin piloting a reverse mortgage product with the Australia and New Zealand Banking Group (ANZ). ANZ will begin offering Over Fifty Group reverse mortgages as soon as today in selected areas as part ...

New planners lack listening skills

HAMISH MADDEN  |  MONDAY, 11 DEC 2006
Research from Deakin University has found that recently qualified financial planners are deficient in listening skills and lack the required knowledge to formulate a plan for those approaching retirement. The Deakin University research looked at 162 ...

Rainmaker's CompareOnline now compares 385 super funds

ALEX DUNNIN  |  MONDAY, 11 DEC 2006
Rainmaker's CompareOnline super fund comparative web software for financial planners and super funds now compares 385 funds representing 18 million members and $460 billion in assets. "SelectingSuper's CompareOnline provides financial advisers, paraplanners ...

AAA and Questus marching to the same drum

HAMISH MADDEN  |  FRIDAY, 8 DEC 2006
Adelaide based AAA Financial Group and Western Australian based Questus Capital have entered into a strategic partnership to streamline back office and support functions and establish one of the country's largest non-aligned planner networks. The strategic ...

Wealth managers will have difficulty with AML

WWW.THESHEET.COM.AU  |  FRIDAY, 1 DEC 2006
The financial services organisations that will struggle most with the introduction of anti-money laundering programs are those that may otherwise be least affected by it - the life companies and investment managers in the wealth management sector. Steve ...

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per ...

Philanthropy takes centre stage: Trust

When rescued Beaconsfield miners Todd Russell and Brant Webb decided to establish a charity fund that will provide assistance to the children of Beaconsfield, they turned to estate planning and philanthropy specialist, Trust. Russell and Webb initially ...

More global, more professional: FPSB

... like the Chartered Financial Analyst (CFA) program," said Maye. The move, he said, will make it easier for a financial planner based in one country to work in another without having to do exams or accreditation under duplicate programs. "They only have ...

Compare the pair: Weaven vs Lambert

Journalist and moderator Bob Gottliebsen called it "the main event" of this year's Financial Planning Association (FPA) conference and the attendees weren't disappointed as Industry Fund Services (IFS) chair, Garry Weaven, and Count Financial chair ...

Planning starts at 30: MLC

Gen-Xers or thirty-somethings can save as much as $10,000 per year by getting financial advice much earlier rather than later in life, according to new research from MLC. MLC technical manager, Andrew Lawless, said that tapping into the overlooked segment ...