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Showing 291 - 300 of 1758 results for "Financial Planners"

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... which found 15.7% of the nations' 310,504 financial advisers are female. Further, while 23.2% of Certified Financial Planners in the US are female, that number has not changed for the last 15 years despite a growth of almost 80% in the number of advisers ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... super balances could see a shift in the data. "With higher balances there is likely to be a greater use of financial planners which often have a leaning towards their own funds or other retail funds and move away from industry funds. Another major issue ...

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... allocation to the property asset class than in a fractional model like DomaCom?" Naoumidis said. DomaCom said the financial planners advising on property investment often face challenges around specific asset allocation and PI insurance cover, which ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... Congress In November about 1100 delegates resided at Hotel Grand Chancellor in Hobart to cover all the bases financial planners need to build critical thinking and technical capabilities, learn best practices, and gain inspiration from leading mindfulness ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... PeakSuper client manage Shane Kennealy told Financial Standard. "We want to be the administrator of choice for financial planners," Since opening its doors 10 year ago, the company has grown from a few internal clients to over 300 funds, with the help ...

Former Challenger executive joins HUB24

KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
... has $6.6 billion in funds under administration, announced a number of technological enhancements to enable financial planners to deliver advice more efficiently, including automating the creation of Records of Advice (ROA) and improving record keeping ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... manager investment projects Jai Singh said. "The acquired client bases will be serviced by existing Fiducian financial planners so we are anticipating these acquisitions to be earnings accretive," Singh said. News of the acquisitions follows Fiducian's ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in financial planners for ethics and honesty sits at just 25% - the same as in 2009 when the survey was first introduced. This may be partly ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... wellbeing of people affected by cancer by reducing stress and financial burden. By generously offering their time, financial planners are making a huge difference to families in need of assistance. Another initiative that is helping boost financial literacy ...