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Showing 2651 - 2660 of 4389 results for "financial Advice"

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... use with the new program. Midwinter said in a statement that the partnership will "utilise over 20 specialist financial advice roles with an increased emphasis on effective communication and 'end to end' service delivery." Midwinter managing director ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... action plan. "ClearView and Sony Life have a shared philosophy in providing both quality products and quality financial advice," ClearView said. "From its inception in 1979, Sony Life has continually believed in the value of life insurance to provide ...

NGS partners with tech platform

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... technology platform as part of a major operating technology transformation. NGS who provides superannuation and financial advice to more than 100,000 clients has partnered with PractiFI. PractiFI integrates CRM, registry, policy administration and telephony ...

Gender inequality still the elephant in the room

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
Despite significant inroads made to reduce gender inequality in the financial advice industry there are still changes needed to evict the elephant in the room. Following a recent industry conference, financial adviser at Thompson Financial Services ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... and an immense amount of knowledge of technology and has worked with funds in reviewing and developing their financial advice models and channels is incredibly exciting." Saiz added: "My work with clients makes it clear to me that technology and digital ...

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
Brisbane financial advice business Sherrin Partners has merged with another practice. The merger with Medico Legal Insurance Group is said to bring together two businesses which are focused on client relationships and long-term financial planning. Separate ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... "At the end of the day it comes down to trust in our business, and we want to ensure that when people seek out financial advice, they are getting it from highly qualified financial planners. "We see this as a win-win-win situation, we get to help change ...

Professional standards legislation reaches parliament

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
... of an independent standards body as a Commonwealth company that will govern the professional standing of the financial advice industry. Minister for Revenue and Financial Services, Kelly O'Dwyer, will appoint the chair and directors of the independent ...

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
... industry members, including industry expert Graham Peatey. Securitor has also reached a 30 year milestone in the financial advice industry, celebrating 30 years of partnering with Australia's leading advice practices. The milestone was celebrated at ...

Statewide Super partners on digital advice

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2016
Statewide Super is teaming with Decimal to provide digital financial advice to members. The industry fund has signed a three year agreement with the software provider to offer its Eqilize solution to more than 140,000 members as part of an overall expansion ...