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Showing 331 - 340 of 1758 results for "Financial Planners"

Value of advice still unclear: IOOF

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... average returns or low fees," IOOF group general manager, wealth management Renato Mota said. Mota believes financial planners need to demonstrate their value more when it comes to fee discussions and allow clients to determine what constitutes 'value'. ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... strategies to deal with senior and elder financial abuse effectively and efficiently. The company believes financial planners are in a unique position to assist in protecting seniors and their wealth as they assist in the management of their finances ...

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
... is the new chief commercial officer of CashDeck and is responsible for developing solutions that will assist financial planners, accountants and mortgage brokers better engage with retail clients. Joyce has more than 20 years of experience in senior ...

First State Super appoints CFO

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... in Australia. The combined StatePlus business administers over $21 billion in retirement funds with over 200 financial planners located in metropolitan and regional centres throughout Australia.

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
Financial data feed provider InvestmentLink is launching a new cloud-based platform targeted at financial planners looking to provide outcomes-oriented advice to clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all ...

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
... than single-handedly making investment decisions on their own. About half (45%) of 4000 investors are using financial planners purely to help manage financial risks, while a larger portion (60%) are increasingly using professional advice in the form ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... share swap and 10-year progressive buy-back arrangement. MTPFS currently employs nine staff, including two financial planners, and offers advice services including wealth accumulation, retirement planning, insurance and strategic planning. At the time ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial planners will have an easier time preparing for and sustaining clients throughout retirement thanks to new measures for retirees wishing to downsize the family home. It also presents a number of advice opportunities. The Federal Budget proposes ...

NAB Wealth growth steady

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... division comprises independent third-party advice, including mortgage brokers as well as more than 1800 aligned financial planners. Net fund inflows dropped significantly for the bank's retail products, which includes JBWere, from $892 million to $304 ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... being able to demonstrate the source of funds behind it. AUSTRAC chief executive Paul Jevtovic explained: "Financial planners are well placed to detect possible criminal activity by customers, and are required to report suspicious matters to AUSTRAC ...