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Showing 2081 - 2090 of 2303 results for "Financial Planner"

Vanguard appoints new BDM for northern push

Vanguard Investments Australia has appointed a new business development manager to strengthen its team and expand its operations in northern NSW and Queensland. Manuel Damianakis has taken on the role and will be based in Sydney, reporting to national ...

Five out of six Australians lack income protection: CommInsure

... policies. Swanson blamed this in part to the fact that less than 75 per cent of those surveyed have gone to a financial planner. A separate survey, conducted by IFSA/Investment Trends, has shown that there is a higher proportion of insurance cover among ...

Challenger number one for annuities: Plan For Life

Challenger has taken out the top annuities provider award for 2005, presented by Plan For Life at their first annual annuity provider award ceremony, held last night. Challenger's general manager of wealth distribution, David Asplin, said the gold medal ...

IWL and Macq to build info sharing technology

IWL's VisiPlan and Macquarie's COIN have announced they will be joining forces to create industry standard technology for communication between various platforms, planning software and advisers. The service will be provided free-of-charge to their subscribers ...

Margin lenders bank on reputation not just rates

Investors are choosing margin lenders based on the lender's reputation not just on how much they charge, according to the latest survey from Investment Trends. In a comprehensive survey of over 2,900 investors, the Sydney-based research firm Investment ...

Super splitting could save $21,000 in tax: AMP

As it prepares to undertake a large scale super splitting education campaign for its planners, AMP claimed that taking full advantage of the new rules could save couples up to $21,000 in tax. On the back of an extensive adviser education program for ...

Industry and retail fund bickering needs to stop: Planners

... death benefit cover and a raft of other investment options that are not standard features of industry funds. One financial planner attending the forum stood up during the Q&A session to let the audience know that one of the disadvantages of using industry ...

Planners advised to plan ahead on succession

Financial planners might be able to help you with your retirement but when it comes to their own succession planning they could do with some help from business experts. AXA has launched its merger, acquisition and succession planning initiative 'GROW' ...

Lonsdale close to 110-planner target, adds risk specialists

... planning practices in two to three years thanks to its recent spate of additions. "We're pretty close to 80 financial planner firms and there are about 174 advisers that use our services," said Lonsdale's chief executive, Mario Modica. "Within the next ...

Snowball FUA reaches $1.8bn

Listed financial services group Snowball is living up to its name by posting a strong 71 per cent increase in funds under advice, reaching $1.77 billion in the six months ending December 2005. Snowball managing director, Tony McDonald, said that the ...