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Showing 261 - 270 of 334 results for "Estate Planning"

FOFA opens estate planning doors

ELISE BURGESS  |  THURSDAY, 7 APR 2011
More advisers want to move into estate planning and aged care as fee-for-service reforms opens new business opportunities, according to OnePath. Adviser concerns and industry questions have been particularly focused on estate planning and aged care ...

LGA names chief exec

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... families to preserve, grow and transfer significant wealth across generations focusing on wealth transfer, taxation, estate planning and probate, investment portfolio allocation, business structuring and strategic philanthropy.

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
... demand for personal estates and trusts business services with growth expected in its traditional philanthropy, estate planning and personal trusts business under Lachlan Wraith, private clients legal manager, who has been heading up wealth management ...

CareSuper offers online advice

MATT WOODINGTON  |  MONDAY, 21 MAR 2011
... Mentor module takes five minutes. The twelve modules also includes financial planning, money management, super, estate planning, income streams, money in retirement and 'a plan for life'. At the start of the month the ATO hosted a roundtable aimed at ...

PIS appoints head of risk

MICHELLE BALTAZAR  |  MONDAY, 14 MAR 2011
... advice revenue) and launch a series of new risk initiatives, including the creation of a 'Business Insurance & Estate Planning Academy'. Mark has previously held risk distribution and advice roles within PIS. The diversified financial services group ...

Blackshaw appointed QLD/WA head

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... holistic support across all our clients' financial needs, including banking, lending, wealth, insurance, taxation and estate planning," said Rebecca Lim, general manager St.George Private Clients. Blackshaw's role is effective 22 November 2010.

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... loan and insurance. "A UMA provides a consolidated view of total assets, which is important as people move into estate planning. It's not just about accumulation but about wealth," she said, adding that a UMA allows an adviser to "stop selling product ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... Financial Solutions - Pre-Retirement Planning A, Shane Boettcher from Prism Financial Planning - Wealth Accumulation, Estate Planning and Risk "Adapting to client needs and market demands is imperative for our industry and demonstrating to our clients ...

Intrust rolls out advice

RUTH LIEW  |  TUESDAY, 28 SEP 2010
... matters. "Intrust360 offers strategies inclusive of direct investment in shares, property, aged-care strategies and estate planning without a product bias," he said. Intrust is also making use of technology by creating a new online advice system that ...

Non super advice takes off: StatewideSuper

RUTH LIEW  |  THURSDAY, 23 SEP 2010
... past year, the fund's advisers has seen a steady increase in members seeking advice outside of super - be it real estate planning or cash, for example, said Bill Watson, general manager business development and client services at StatewideSuper. "The ...