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Showing 2131 - 2140 of 2303 results for "Financial Planner"

Paraplanners gain ground

... year awards. Paraplanners work alongside financial planners, and can share the same skills or education as a financial planner, and can liaise with the financial planner's clients in a support role, including administrative work. David Bryant, head of ...

Returns after-tax are the maingame: Vanguard

Vanguard Investments Australia's head of retail, Robin Bowerman, has warned financial planners and investors to demand after-tax reporting or risk being shortchanged. "There is an increasing focus on fees - which is good - but investors should also ...

Advisers should provide advice for philanthropy too

Financial planners should take a leading role in giving clients good advice not just with their finances but with their philanthropic needs. At the Financial Planning Association (FPA) annual conference today, keynote speaker David Gonski, chairman ...

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey. Steven Davison, AXA distribution planning manager, says, "[There has been a] significant ...

YES gives nod to Financial Wisdom

Sydney-based mortgage group YES Home Loans has teamed up with advisory giant Financial Wisdom to provide financial planning and protection advice to YES home loans customers. Under the strategic alliance, both companies will form a new group called ...

MetLife releases handbook for retirees

Insurance and financial services firm MetLife has released a consumer handbook for retirement as part of their 'Client Education Series' initiative. The handbook, titled 'Planning the retirement of your dreams', shows how retirees and pre-retirees can ...

Power of one through MLIM customised portfolios

Investors who want the bells and whistles of a customised managed account but without the added cost can look to the latest offering from Merrill Lynch Investment Management (MLIM). Called 'Customised Portfolio Service', MLIM has paired up with software ...

Sealcorp changes name to Asgard Wealth Solutions

Financial planning and platform group Sealcorp Holdings flags its new investment strategy of providing broad-ranging services for financial planners with a new name 'Asgard Wealth Solutions'. "We have repositioned the brand so it is more reflective ...

Trust appoints head of estate planning

Financial services provider Trust Company of Australia (Trust) has appointed a new head of its Estate Planning ahead of the launch of its new estate planning service. Jennifer McMillan, a lawyer, specialist in wills and estates and former senior associate ...

Tricom use MIR portfolios for their IMA

Tricom Equities announced that it will partner with Australian equities fund manager MIR to provide Individually Managed Account (IMA) portfolios. The IMA services, which they will call the Managed Account service, will offer a choice between either ...