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Showing 231 - 240 of 439 results for "Financial advisor"

SPAA joins UN group

BEN COLLINS  |  FRIDAY, 25 JAN 2013
The SMSF Professionals Association of Australia has become the first Australian financial services group to join a United Nations independent financial advice convention. Yesterday the SMSF Professionals Association of Australia (SPAA) said it had joined ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
A financial planning dealer group in National Australia Bank's network has won an award for being the best in Australia for the third time in five years. After completing a shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee ...

Elixir adds business coach to consultancy team

MARK SMITH  |  MONDAY, 21 JAN 2013
Financial planning consultancy Elixir Consulting has appointed Geoff Pritchard as a business coach. Servicing Melbourne and Perth, Pritchard will provide business coaching, speaking services and corporate consulting to financial planning professionals. ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
Restructuring back office systems for the Future of Financial Advice Reforms is easy compared with preparing advisers for the different discussions they will have with clients, says MLC's Richard Nunn. Having targeted transparency and improving client ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
Melbourne-based Matthews Steer Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
... well as retail funds, administrators and independent financial advisers. O'Sullivan, who has a background as a financial advisor, says few advisors currently use the technology up-front. "There are huge advantages for using the software up-front as a ...

AMP merges fin planning businesses

BEN COLLINS  |  WEDNESDAY, 21 NOV 2012
AMP financial planning business ipac announced yesterday that it would integrate boutique financial advisory firm Tynan Mackenzie under the ipac brand. Tynan Mackenzie is also part of the AMP group. The integration will see Tynan Mackenzie transition ...

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
Annuities are the number one product class US investors are requesting advice for, according to a new report on the US annuities and the insurance sector by Cerullui Associates. "Annuities are the most unsolicited products requested by clients," they ...

SMSF industry hits back on 'rort' claims

MELANIE TIMBRELL  |  FRIDAY, 28 SEP 2012
Specialist SMSF group Dixon Advisory has rejected claims that self-managed super funds should be subject to new tax treatment, arguing that recent papers ignore tax concessions available to all superannuation members. Nerida Cole, managing director ...

Lazard consolidates Sydney foothold

MARK STORY  |  TUESDAY, 11 SEP 2012
In an attempt to consolidate its ties with Sydney clients, Melbourne-based Lazard Australia will acquire independent corporate advisory firm O'Sullivan Partners, led by founder and managing partner Tony O'Sullivan. O'Sullivan will become head of Lazard's ...