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Showing 351 - 360 of 1758 results for "Financial Planners"

Wealth firm releases planning app Nettshell

EMMA RAPAPORT  |  MONDAY, 23 JAN 2017
... Brisbane-based wealth management company Collins Mann Financial Management released an app which they say will keep financial planners honest. In an interview with Financial Standard, Collins Mann Financial Management (CMFM) co-director Mark Collins ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... basic competency requirements in Australia for aged care specialists. Mid last year, senior Australians and financial planners have called on ASIC to start specifically regulating the area of aged care financial advice in order to protect consumers. ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... than 1000 new members, with its total membership now surpassing 12,000 - around 10,000 of which are practicing financial planners. But the FPA won't be resting on its laurels. "We can't increase the number of Australians getting financial advice if we ...

Sydney planners topping salary figures

ALEX BURKE  |  MONDAY, 9 JAN 2017
Based on data available from Melbourne, Adelaide and Sydney, financial planners working in the latter city earn more than their interstate peers. The 2017 Robert Walters Salary Survey found that Sydney planners can expect to earn up to $160,000 annually ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
... 'greater good'," Stackpool said. "If we want a better approach, let accountants account, let bankers bank, and let financial planners plan. If we want advisers to challenge and support more of us to achieve our goals, let's get some tribal approaches ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... executive Dante De Gori commended this, saying: "It has simplified a complex area of regulation, making it easy for financial planners to understand and apply." AUSTRAC chief executive Paul Jevtovic said: "This type of industry partnership has become ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... in Australia. The combined business administers more than $21 billion in retirement funds with more than 200 financial planners located in metropolitan and regional centres throughout Australia. 6. $1m does not make you rich, Australians say A fifth ...

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
... Bridges had $9.9 billion in FUA as at November 2016, servicing more than 50,000 clients through more than 170 financial planners. Bridges chief executive Nathan Stanton said the planning firm will work with more than 60 Heritage Bank branches across ...

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
... strategy. Fiducian's manager distribution and business development Jai Singh explained: "We support trusted financial planners who fit our corporate culture with development capital to build their businesses." He added: "These opportunities have expanded ...

Link executive joins Moneysoft

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
... deserves until close to retirement. Moneysoft's suite of budgeting and cash flow tools give super funds and financial planners the opportunity to change that by forging closer ties with their members and clients from the outset," Gardiner said. Moneysoft ...