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Showing 2231 - 2240 of 4097 results for "financial planning"

AMP adds four NZ advice firms to network

MARK SMITH  |  FRIDAY, 30 AUG 2013
AMP has grown its presence in New Zealand, with four kiwi financial planning practises joining its AdviceFirst network. Majority-owned by the AMP Group, AdviceFirst has recently completed acquisitions of John Grogan Insurances Ltd, Advice 4 U, Bob Edwards ...

Coin acquisition drives Rubik profit

MARK SMITH  |  THURSDAY, 29 AUG 2013
Financial software provider Rubik attributed its return to profit in 2013 to its acquisition of financial planning software manufacturer Coin. Rubik reported a net profit after tax of $857,000 for the 12 months to 30 June, reversing a loss of $790,000 ...

Moore Stephens appoints GM of wealth management

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
... teams at AXA and AMP for over 25 years and brings with him a wide knowledge in strategic business management in financial planning. "This significant appointment provides enormous opportunity for him to actively contribute to the overall growth strategy ...

NAB continues wealth division reshuffle

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
... general manager Peter Smith will take over the role of manager of Advice Partnerships at NAB Wealth. The bank's financial planning division has seen a large number of redundancies in the last months, although the group hasn't revealed the exact number. ...

Bowen and Cormann at odds over adviser enshrinement

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
... before the federal election, Cormann said that if the Coalition wins on September 7 it will start talks with the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) and other to "explore with them how best to move forward." ...

ClearView reports 92% drop in profits

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
Financial planning dealer group ClearView has reported a 92% drop in profits from last year, with net profit after tax (NPAT) of $1.9 million. This compares to NPAT of $22.3 million last year. Clearview also saw a drop in underlying NPAT, putting the ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
AMP Financial Planning (AMPFP) is set to continue its adviser recruitment drive on the back of year of planner number growth, according to managing director Michael Guggenheimer. Earlier this month AMP reported 1.2% uptick in planner headcount to 30 ...

Countplus blames profit loss on political uncertainty

LAURA MILLAN  |  FRIDAY, 23 AUG 2013
... Securities Exchange (ASX). Countplus is an aggregation of 21 business which includes 18 accounting business, a financial planning specialist, a financial planning dealer group and a property services group. Its accounting related revenue was up 2.1% ...

Global firm mulls Aussie advice market

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
Global consultancy and risk adviser firm Willis Group has set up a small financial planning business in Australia and is considering the possibility of expanding. The firm's Employee Benefits division advises companies on group insurance for its employees ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
The recovery of investor confidence after the global financial crisis is benefiting the financial planning space, which has seen a surge of clients looking for advice. An Investor Trends Planner Business Model Report for May 2013 found that new client ...