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Showing 2041 - 2050 of 2303 results for "Financial Planner"

Mortgage brokers see clearly with Vivid

MLC has launched a licensee offer called 'Vivid', designed for mortgage brokers who want to break into finance planning and insurance advice. Under the licensee offer, MLC will provide training and support services so that mortgage brokers can give ...

XPLAN scores again

HAMISH MADDEN  |  MONDAY, 17 JUL 2006
In yet another step in the expansion of the XPLAN footprint, Australian Investment and Financial Planners (AI&FP) has announced it will be rolling out XPLAN to its entire group over the next three months. In announcing the partnership, AI&FP managing ...

Bravura expands in UK with Friends Provident

KATE HAGE  |  MONDAY, 17 JUL 2006
Financial services applications provider Bravura Solutions has partnered with listed UK group Friends Provident to provide wrap solutions for advisers. The applications are based on Bravura's existing Sonata Wrap system and similarly will provide an ...

Fiducian adds advisers SMSF course

KATE HAGE  |  WEDNESDAY, 12 JUL 2006
In a bid to boost their financial planner's specialist expertise, Fiducian Financial Service's advisers will complete a self-managed superannuation fund training course that is currently being encouraged by ASIC on top of PS 146. Technical services ...

Shadforths expands into Sydney with JV

KATE HAGE  |  TUESDAY, 11 JUL 2006
Financial planning and broking group Shadforths will complete a joint venture with high-end financial planners Taylor Bowring, seeing it complete a move into the Sydney market and adding to its Melbourne office and three Tasmanian offices. Taylor Bowring's ...

AFS partners to Evolve its XPLAN tools

HAMISH MADDEN  |  THURSDAY, 6 JUL 2006
Australian Financial Services (AFS) has enlisted the services of niche technology business Evolve Logic to help customise its XPLAN financial planning software platform. Evolve Logic is an authorised XPLAN technology provider who specialises in the ...

Industry funds target top end with TV campaign part 2

KATE HAGE  |  THURSDAY, 6 JUL 2006
High net worth individuals are among the broader television audience that can expect to be targeted in round two of the controversial industry superannuation funds campaign that first aired on national television last year. The new campaign will feature ...

Hyperion wins $230m Auscoal mandate

KATE HAGE  |  FRIDAY, 30 JUN 2006
Boutique growth manager Hyperion Asset Management has won a $230 million mandate from Auscoal Superannuation, the first of more to come, management said. Hyperion's institutional business director, Tim Samway, confirmed they were "close to new mandates" ...

Finsia and ASX to educate advisers on listed products

HAMISH MADDEN  |  TUESDAY, 27 JUN 2006
... products. Research undertaken by the ASX and published in 2005 found that one in three direct share owners use a financial planner as their primary source of advice for direct shares. The ASX Accredited Listed Product Adviser (ALPA) program is focused ...

Value of advice shines at Tupicoffs

Financial planner Neil Kendall from financial planning group Tupicoffs has successfully demonstrated the 'value of advice' after his one-off pro-bono work for a low income client saw them nearly $300,000 better off. Announced the winner of this year's ...