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Showing 2141 - 2150 of 2303 results for "Financial Planner"

Skandia adds muscle to distribution and research

Skandia has appointed three new Business Development Managers (BDMs) to their distribution team and a senior analyst to their investment research arm. Angela Hughes has joined the NSW distribution division, Jon Remmington has joined in Victoria and ...

New broker licensing laws will hurt planners

Mortgage broking group National Mortgage Brokers (NMB) has set its sights on financial advisers ahead of new licensing laws next year that could prevent advisers from providing broking advice. NMB's managing director Gerald Foley has said that the line ...

New researcher for InvestorWeb

InvestorWeb expands its Sydney research team with the appointment of a new analyst. Ty Chea will join the InvestorWeb team later this month to cover fixed interest and diversified investments. Angela Ashton, Investor Web General Manager of Managed Investments ...

FPA releases Good Advice guide

... awareness of the benefits of using a financial adviser. The 16-page booklet contains information on who needs a financial planner, the basic steps to getting advice and what to prepare for the first meeting. More importantly, the booklet includes case ...

Chant West and van Eyk in alliance

Chant West and van Eyk have formed a distribution alliance to offer superannuation research to financial planners and dealer groups. The deal will see Chant West will use van Eyk's iRate research tool to advertise their super research products. Van ...

Cash King to refund $170k for hidden fees

ASIC has ordered Sydney-based finance lender Cash King to pay over $170,000 to more than 50 customers after finding them guilty of charging hidden commission and fees. Cash King is one of a long line of finance brokers and lenders such as Mortgage Choice ...

Book delivers message: Nice Girls Don't Get Rich

... wake up call for those who choose to remain financially illiterate. The book's editor, Lynne Rodda, a senior financial planner with Snowball Group's CIS says the book reportedly "socks" it to women who are not aggressive with looking after their finances ...

Advance AM appoints head of distribution

... sales numbers. Mowll boasts 18 years of experience in the financial services industry including time spent as a financial planner where he built up a successful financial planning and insurance practice. Advance's managing director Kate Mulligan says ...

Trail commissions in super should be investigated: Industry Funds

Garry Weaven, the Industry Super Funds campaign spokesperson, has spoken out attacking the credibility of financial advisers who receive trail commissions. In a statement issued yesterday in response to an article just published by the Australian Consumers ...

Macquarie automates wrap downloads for planners

... Wrap Solutions. Macquarie's Adviser Services' Head of Adviser Sales, Jason Huddy, says the downloads will save financial planner's time and may later be made available to other financial planning software companies using Macquarie Wrap Solutions. "Rather ...