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Showing 2921 - 2930 of 4389 results for "financial Advice"

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... 65% of its more than 30 advisers hold the same accreditation. "We strongly believe in the benefits that quality financial advice can make in helping members - at any stage of their life - achieve their financial goals," UniSuper's executive manager of ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
... Macquarie Graduate School of Management (MGSM), recognises and showcases the talents and contributions of women in financial advice to their clients, community and their profession. "We want to encourage all women in our industry to progress and achieve ...

Countplus sells back stake in advice firms

LAURA MILLAN  |  MONDAY, 24 AUG 2015
... personal success, and this is what a shared-equity model achieves," Aris said. Advice389 is assessing a number of financial advice firms and hopes to announce further shared-equity partnerships in the near future, Aris said. Countplus includes 21 businesses ...

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
... months. The half-year result reflects continued demand in the wealth management segment with IRESS appointed as the financial advice technology partner for Commonwealth Bank during the period. IRESS also acquired digital advice platform Innergi. In its ...

SSFS meets client demand for phone advice

ALEX BURKE  |  MONDAY, 17 AUG 2015
State Super Financial Services (SSFS) developed its Wollongong-based "client hub" to deliver over-the-phone financial advice based on client research, according to SSFS general manager, financial planning Sean Bradley. Speaking to Financial Standard ...

Zurich expands life risk team

ALEX BURKE  |  FRIDAY, 14 AUG 2015
... 2014. She has also worked as a paraplanner for Crowe Horwath. Brooks added, "Karli's enthusiasm and passion for financial advice and its evolution is infectious. She genuinely cares for her advisers and lives and breathes the Zurich philosophy of working ...

Bell Financial profit grows to $5.7m

STAFF WRITER  |  WEDNESDAY, 12 AUG 2015
... share it delivered for the half year to June 2014. Bell Financial is a provider of stockbroking, investment and financial advice to private, institutional and corporate clients.

Magellan doubles profit, boosts FUM

LAURA MILLAN  |  TUESDAY, 11 AUG 2015
... billion, compared to $2.1 billion during the year before. The group has relationships with over 500 independent financial advice firms as well as with Commonwealth Bank, BT, AMP and IOOF; four of the country's top six aligned advice businesses. The inclusion ...

Crowe Horwath progressing growth ambitions

MARK SMITH  |  TUESDAY, 11 AUG 2015
Six months on from the merger with Findex, Crowe Horwath is looking to broaden its financial advice offering by offering a full-service model to family offices. The merger significantly increases the scale of the accounting, audit, tax and financial ...

Australians seeing Centrelink as "life insurance substitute"

ALEX BURKE  |  MONDAY, 10 AUG 2015
... self-assessed their level of life insurance understanding as "poor", and of those participating who weren't receiving financial advice, over two thirds (68%) saw other services (such as Centrelink) as being effective substitutes. Zurich general manager ...