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Showing 2011 - 2020 of 2303 results for "Financial Planner"

Skandia buys Intech to form $13b platform and research co

Platform provider Skandia has acquired investment consultant Intech for an undisclosed sum in a move that forms a massive platform and research group with over $13 billion in funds under management. In a surprise move that both parties have managed ...

Optimum time for super: Mariner

Mariner Financial has appointed its head of technical services, Kate Anderson, to the new role of superannuation and retirement strategist, a critical step as Mariner revs up to introduce new superannuation-related financial planning strategies and ...

Ban default super funds: FPA

ALEX DUNNIN  |  WEDNESDAY, 25 OCT 2006
... executive officer of REST, however, told the Inquiry the problem is that many consumers don't have access to a financial planner because they can't afford one and because regulation at times prohibits planners wanting to advise these consumers anyway. ...

AXA's value of advice translating into happy customers

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
Research commissioned by AXA Financial Planning to gauge the success of its 'value of advice' strategy found that more than 90 per cent of clients were so happy with their adviser they would recommend them to friends and colleagues. The study was undertaken ...

FSR style licensing regime for mortgage brokers

WWW.THESHEET.COM  |  MONDAY, 23 OCT 2006
Mortgage brokers can expect to face a new licensing regime as early as next year that will align regulation of the mortgage broking industry with rules that prevail in the financial planning industry. Ian Clyde, chair of the Uniform Consumer Credit ...

MLC forms succession team to work with practices

HAMISH MADDEN  |  TUESDAY, 17 OCT 2006
MLC has formed a dedicated succession planning team to assist advisers to plan for retirement and comprehensively manage all aspects of their business towards succession. The Succession and Acquisition Services (SAS) team will be headed up by Bob Neill ...

MLC analyst bags 2006 Future Leaders Award

... ways to improve consumer education about the issue. The other runner up was Clearview Retirement Solutions' financial planner Michael Betts for his essay on how to make income retirement streams more attractive. He wrote that the industry and the government ...

Magnitude opens up to private wealth

Magnitude Group has announced the opening of its Magnitude Private Wealth practice in Melbourne, set to be the first of many that will serve high net worth investors. The new practice starts with around $250 million in funds under administration (FUA) ...

Praemium appoints Qld state manager

KATE HAGE  |  THURSDAY, 28 SEP 2006
Listed portfolio administration provider Praemium has appointed a new state manager for Queensland. Gwen Chew will take on the business development role and will aim to build the business through managing existing client relationships and sourcing new ...

Planners find Avenue in succession

... when it sold a substantial stake of its business to one of its staff. Stephen Barratt, who joined Avenue as a financial planner in 2004, has bought a third share of Avenue's North Parramatta branch as part of the group's internal succession planning ...