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Showing 2031 - 2040 of 2303 results for "Financial Planner"

SMAs step up to platforms

Australian Financial Services (AFS) Group is the latest to join a growing number of dealer groups who are pioneering the use of separately managed accounts (SMAs), touted the biggest thing since platforms. AFS joins Tolhurst Noall and Lonsdale Financial ...

Bluestone making aged care bonds affordable

HAMISH MADDEN  |  WEDNESDAY, 9 AUG 2006
Bluestone Equity Release has launched a new product to assist retirees in funding residential aged care accommodation bonds by using the equity in their family homes, while also resisting any rise to its fixed-for-life product despite last week's 25 ...

Soft skills should be a priority: Zurich

... financial adviser," said Andrew McKee, Zurich Australia's head of life risk. McKee explained that the role of the financial planner now goes beyond providing traditional financial advice only. "Talking about grave topics, such as death, illness and injury ...

Borrowers in trouble after rate hike

The country's peak building and construction group fears the Reserve Bank's move to lift interest rates by 0.25 per cent represents a financial blow that many home owners can ill afford. Wilhelm Harnisch, chief executive of Master Builders Australia ...

Financial planners apply within: Westpac

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
Financial planners are in demand and Westpac is looking to recruit healthily as it seeks to underpin its planner network to meet demand for super and retirement planning. With the Australian demographic tilting more and more heavily towards the pre-retirement ...

Fin planners need to re-think succession strategy

Accountancy and advisory firm HLB Mann Judd is calling for financial planning practice owners to re-assess their business approach if they want to maximise the value of their firm come retirement. Bob Neill, partner, corporate finance financial services ...

No conflict, more interest on MLC

Amid industry calls to curb conflicts of interest when giving advice, MLC will fundamentally change how it values an adviser's business from a model based on a set formula favouring in-house products to one based on an independent market valuation. ...

SEQUAL anoints MIAA reverse mortgage training

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
The Senior Australians Equity Release Association of Lenders (SEQUAL) has endorsed the Mortgage Industry Association of Australia (MIAA) as its first accredited reverse mortgage education provider. MIAA is the first education provider to meet standards ...

Asgard makes shares easy through E*Trade

Asgard Wealth Solutions has chosen online broker E*TRADE Australia to power the platform's shares transaction and settlement services. The announcement came only weeks after the group signed technology services provider Praemium to provide their shares ...

Reverse mortgages not for inexperienced advisers

HAMISH MADDEN  |  FRIDAY, 21 JUL 2006
Reverse mortgages should not be handled by anyone but the most qualified and skilled financial planner, and planners as a whole need to attain higher benchmark standards in order to manage the entire financial affairs of their clients. That is the message ...