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Showing 281 - 290 of 439 results for "Financial advisor"

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way. The wealth management arm of the Bendigo and Adelaide Bank, officially launched in April, has taken a ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
The Trust Company is increasing its footprint as a trustee in Asia, winning new bond mandates while also seeing inbound investment flows from Canada and Europe. Talking at the company's 2011 annual general meeting, chairman Bruce Corlett said the Trust ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
AMP Capital Investors has won a $113 million superannuation mandate from industry fund Energy Industries Superannuation Scheme. The new charter was apportioned in the March quarter according to Rainmaker Research. Energy Industries, a public sector ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
Major planning dealer groups including Count Financial and NAB Financial Planning are now targeting SMSF trustees through a newly-launched membership process by Self-managed super fund professionals association of Australia (SPAA). The streamlined process ...

Planners risk trouble opposing FOFA

ALISON BEVEGE  |  FRIDAY, 20 MAY 2011
Financial planners are shooting themselves in the foot by seeking to sink key elements of the Future of Financial Advice reforms, the Industry Super Fund Network has said. Industry Super Fund Network chief executive David Whiteley said the financial ...

Fin services lend weight to East Timor education

MICHELLE BALTAZAR  |  TUESDAY, 10 MAY 2011
A new foundation set up by a financial planning firm has given a group of young East Timorese a new lease of life by giving them access to what many in the western world take for granted: education. Last Saturday, more than 20 financial services providers ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
MLC & NAB Wealth increased their funds under management by 6.8 per cent to $121.9 billion in the year to March and added 241 financial advisers to its ever-growing network, according to half-yearly results released yesterday. The National Australia ...