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Showing 361 - 370 of 1758 results for "Financial Planners"

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report shows financial planners are already embracing what robo-advice can offer, with 83% believing robo-advice is not a threat to the planning industry and ...

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... students in the community build these skills is a cause we are extremely passionate about and something that our financial planners have always wanted to be involved in." "We are looking forward to seeing the positive difference this partnership can ...

Henderson fund receives ratings upgrade

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... domain of sophisticated investors such as institutions and family offices. We are now seeing a wider range of financial planners and SMSF investors recognising the value of investing in assets that are less correlated to traditional assets." The Fund ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... will deliver on our LASER 2020 strategic priority to connect with consumers, and raise the level of trust in financial planners. Ultimately, we hope Money & Life will help grow the demand for financial planning in Australia." The site will also offer ...

L1 capital partners for retail long short fund

ALEX BURKE  |  WEDNESDAY, 23 NOV 2016
... distribution of the fund. Landau commented: "Over the past year, we have seen a dramatic increase in interest from financial planners and retail investors. We are delighted to partner with Channel Capital to launch our retail offering." Channel Capital ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
... Initiative chief executive, Giles Gunesekera, says a database such as the Global Impact Investing Network offers financial planners and retail investors the ability to find impact investments that best suits their portfolio. "Investors can already invest ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... chief executive with an aim to drive further growth for the dealer group. Nathan Stanton will lead the 200 financial planners operating under Bridges Financial Services. Stanton has more than 18 years' experience in the financial services industry, having ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... executive Paul Barrett said: "On-Track are a natural fit for AZ NGA as the team is led by highly experienced financial planners in Odelia D'Silva and Bruce Nicholson and has an exciting growth plan which we will be able to assist with. We are delighted ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... studies. "The most important thing for Scholten Collins McKissock is that we are supporting the next generation of financial planners," Scholten said. "At the end of the day it comes down to trust in our business, and we want to ensure that when people ...

InvestmentLink backs mobile advice start-up

ALEX BURKE  |  TUESDAY, 18 OCT 2016
... Harmonee will have 18 months of free access to 600 data feeds, which are currently used by more than 12,000 financial planners and 200 dealer groups. The feeds represent 4.4 million client accounts, or $40 billion in funds under management. Harmonee ...