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Showing 191 - 200 of 337 results for "Estate Planning"

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... planning leaves the real personal, specific aspects of financial planning to the adviser - insurance planning, estate planning and transition-to-retirement. "FoFA really made advisers focus on personal, specific advice. It's not around managing the nitty ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
... includes providing advice across tax, superannuation, insurance, succession planning, aged care, asset protection, estate planning and social security legislation. Lewis will report to Perpetual Private general manager of advice delivery Marion Enander. ...

Shaw on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... Financial Standard, Shaw and Partners has reoriented its business around providing independent financial planning, estate planning, insurance and philanthropic services. Shaw head of private wealth (and former Macquarie Private Wealth North America chief ...

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... strategy to offer holistic advice services. Shaw will provide a combination of independent financial planning, estate planning, insurance and philanthropic services. Central to this new strategy was the February appointment of head of private wealth ...

Australian Unity to acquire estate planning firm

ALEX BURKE  |  FRIDAY, 26 JUN 2015
Australian Unity Personal Financial Services will acquire estate planning firm Flinders Australia. As per the agreement, the acquisition will complete on July 1 and will give Australian Unity access to Flinders' estate planning, executor and trust administration ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... their goals. The research also found they would like advice on pension and investment strategies, inheritance and estate planning."

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... traditional financial planning services, Callinan said it should complement existing services. "You can't do tax or estate planning with robo advice. There is still a place for the human adviser," she said. "A lot of planners have clients that don't ...

Equity Trustees appoints WA estate planning lawyer

STAFF WRITER  |  THURSDAY, 14 MAY 2015
Equity Trustees recently expanded its estate planning team in Western Australia with the appointment of Brigitte Hollett as estate planning lawyer. It follows the recent appointment of Stephanie Smith as estate planning solicitor which created Equity ...

EQT sets up WA estate planning service

LAURA MILLAN  |  MONDAY, 27 APR 2015
Equity Trustees (EQT) has set up an estate planning service in Western Australia and has appointed a Perth-based estate planning solicitor. Stephanie Smith is the first member of the EQT estate planning team in WA, but the organisation is looking to ...

Macquarie to close Risk Advice Specialists

ALEX BURKE  |  MONDAY, 23 MAR 2015
... with six advisers recruited from Patronus Risk Specialists. It focused on life, trauma and disablement cover and estate planning advice. "We will grow the business through selective adviser recruitment," said former Risk Advice Specialists general manager ...