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Showing 2411 - 2420 of 4389 results for "financial Advice"

PM Capital appoints sales director

ALEX BURKE  |  MONDAY, 11 SEP 2017
... appointed a sales director for the Queensland region. James Noone was previously head of sales and marketing at Financial Advice Matters. Prior to that, he held a similar role at FTS Personal Advice, and has also worked at TAL, Aviva Australia and Colonial. ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... female. The accolade - which is presented in partnership with ANZ Wealth - recognises those who have been providing financial advice for less than four years and have made significant contributions to the industry in that time. Following on from Erin ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their community and their clients. Vying for the award this year are Wisdom of Wealth for Women founder ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners. The acquisition of Retirement Victoria ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy. Announcer, led by chief executive Andrew Rocks, will now fall under the Infocus ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... - especially how these products affect the ability to make financial decisions. This will include looking at financial advice given to transition to retirement and reverse mortgages. "We will also work with Government on retirement issues and products ...

Nominations open for 2017 Power50

DARREN SNYDER  |  FRIDAY, 1 SEP 2017
... advisers. An influential financial adviser must be one who has been and continues to be instrumental in shaping the financial advice industry. This is based on involvement in industry-wide activities, community-based projects or nationwide initiatives ...

Australian Unity milestones underscore 2017 growth

ALEX BURKE  |  THURSDAY, 31 AUG 2017
... 30 June 2017 - followed by independent and assisted living ($597.6 billion), healthcare ($510.1 million) and financial advice ($79.6 million).

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
... services, including a secure online messaging platform to connect with APP Securities brokers. "Embracing digital financial advice will allow us to provide our clients with the latest in financial technology and complements our existing broking business," ...